LA
Legacy Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,979
| Closed | -$1.72M | – | 314 |
|
|
2023
Q3 | $1.72M | Sell |
13,979
-591
| -4% | -$72.6K | 0.28% | 83 |
|
|
2023
Q2 | $2.15M | Sell |
14,570
-682
| -4% | -$101K | 0.32% | 74 |
|
|
2023
Q1 | $2.4M | Buy |
15,252
+855
| +6% | +$135K | 0.44% | 57 |
|
|
2022
Q4 | $2.28M | Buy |
14,397
+1,466
| +11% | +$232K | 0.42% | 52 |
|
|
2022
Q3 | $1.78M | Buy |
12,931
+849
| +7% | +$117K | 0.39% | 52 |
|
|
2022
Q2 | $1.55M | Buy |
12,082
+1,528
| +14% | +$196K | 0.33% | 55 |
|
|
2022
Q1 | $1.43M | Buy |
+10,554
| New | +$1.43M | 0.28% | 61 |
|
|
2019
Q2 | – | Sell |
-581
| Closed | -$68K | – | 418 |
|
|
2019
Q1 | $68K | Buy |
+581
| New | +$68K | 0.02% | 190 |
|
|
2018
Q4 | – | Sell |
-13,130
| Closed | -$1.35M | – | 345 |
|
|
2018
Q3 | $1.35M | Buy |
+13,130
| New | +$1.35M | 0.66% | 50 |
|
|
2017
Q2 | – | Sell |
-7
| Closed | – | – | 218 |
|
|
2017
Q1 | $0 | Sell |
7
-169
| -96% | – | ﹤0.01% | 225 |
|
|
2016
Q4 | $22K | Buy |
+176
| New | +$22K | 0.03% | 143 |
|