Jentner Corp’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,907
| Closed | -$231K | – | 60 |
|
|
2024
Q3 | $231K | Hold |
1,907
| – | – | 0.07% | 54 |
|
|
2024
Q2 | $208K | Buy |
1,907
+16
| +0.8% | +$1.75K | 0.07% | 50 |
|
|
2024
Q1 | $238K | Buy |
1,891
+14
| +0.7% | +$1.76K | 0.08% | 48 |
|
|
2023
Q4 | $237K | Buy |
+1,877
| New | +$237K | 0.09% | 46 |
|