Lenox Wealth Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Sell |
22
-6
| -21% | -$818 | ﹤0.01% | 619 |
|
|
2021
Q4 | $4K | Buy |
28
+6
| +27% | +$857 | ﹤0.01% | 641 |
|
|
2021
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 622 |
|
|
2021
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 579 |
|
|
2020
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 488 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 919 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 811 |
|