JWM
JGP Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,054
| Closed | -$1.27M | – | 176 |
|
|
2023
Q4 | $1.27M | Sell |
10,054
-590
| -6% | -$74.6K | 0.19% | 76 |
|
|
2023
Q3 | $1.31M | Buy |
10,644
+65
| +0.6% | +$7.99K | 0.22% | 75 |
|
|
2023
Q2 | $1.56M | Buy |
10,579
+419
| +4% | +$61.9K | 0.26% | 68 |
|
|
2023
Q1 | $1.6M | Buy |
10,160
+424
| +4% | +$66.7K | 0.28% | 62 |
|
|
2022
Q4 | $1.54M | Buy |
+9,736
| New | +$1.54M | 0.28% | 65 |
|