Lee Financial’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
Q1 | – | Sell |
-86
| Closed | -$10.9K | – | 703 |
|
|
2023
Q4 | $10.9K | Buy |
86
+27
| +46% | +$3.41K | ﹤0.01% | 410 |
|
|
2023
Q3 | $7.25K | Hold |
59
| – | – | ﹤0.01% | 459 |
|
|
2023
Q2 | $8.71K | Hold |
59
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $9.29K | Sell |
59
-45
| -43% | -$7.08K | ﹤0.01% | 435 |
|
|
2022
Q4 | $16.5K | Hold |
104
| – | – | ﹤0.01% | 384 |
|
|
2022
Q3 | $14K | Buy |
104
+45
| +76% | +$6.06K | ﹤0.01% | 390 |
|
|
2022
Q2 | $8K | Sell |
59
-37
| -39% | -$5.02K | ﹤0.01% | 491 |
|
|
2022
Q1 | $13K | Hold |
96
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $13K | Hold |
96
| – | – | ﹤0.01% | 448 |
|
|
2021
Q3 | $12K | Hold |
96
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $12K | Sell |
96
-4
| -4% | -$500 | ﹤0.01% | 386 |
|
|
2021
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 365 |
|