Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,589
| Closed | -$407K | – | 160 |
|
|
2023
Q1 | $407K | Buy |
2,589
+884
| +52% | +$139K | 0.19% | 111 |
|
|
2022
Q4 | $270K | Sell |
1,705
-608
| -26% | -$96.3K | 0.15% | 99 |
|
|
2022
Q3 | $348K | Buy |
2,313
+360
| +18% | +$54.2K | 0.2% | 94 |
|
|
2022
Q2 | $250K | Buy |
+1,953
| New | +$250K | 0.16% | 114 |
|