KFG Wealth Management’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
Q3 | – | Sell |
-2,050
| Closed | -$224K | – | 187 |
|
|
2024
Q2 | $224K | Buy |
2,050
+200
| +11% | +$21.8K | 0.09% | 148 |
|
|
2024
Q1 | $233K | Buy |
+1,850
| New | +$233K | 0.1% | 141 |
|
|
2023
Q3 | – | Sell |
-1,395
| Closed | -$206K | – | 133 |
|
|
2023
Q2 | $206K | Buy |
+1,395
| New | +$206K | 0.12% | 117 |
|