Legacy Capital Wealth Partners’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
Q2 | – | Sell |
-1,415
| Closed | -$214K | – | 358 |
|
|
2024
Q1 | $214K | Buy |
+1,415
| New | +$214K | 0.15% | 102 |
|
|
2023
Q4 | – | Sell |
-2,997
| Closed | -$368K | – | 306 |
|
|
2023
Q3 | $368K | Buy |
+2,997
| New | +$368K | 0.1% | 189 |
|
|
2023
Q2 | – | Sell |
-2,823
| Closed | -$444K | – | 200 |
|
|
2023
Q1 | $444K | Buy |
+2,823
| New | +$444K | 0.12% | 145 |
|