Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 946 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1233 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1067 |
|
|
2019
Q4 | – | Sell |
-717
| Closed | -$79K | – | 961 |
|
|
2019
Q3 | $79K | Buy |
717
+6
| +0.8% | +$661 | 0.07% | 172 |
|
|
2019
Q2 | $82K | Sell |
711
-1,988
| -74% | -$229K | 0.07% | 188 |
|
|
2019
Q1 | $314K | Buy |
2,699
+21
| +0.8% | +$2.44K | 0.24% | 65 |
|
|
2018
Q4 | $250K | Buy |
+2,678
| New | +$250K | 0.19% | 72 |
|