Lokken Investment Group’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 |
-2,925
| Closed | -$351K | – | 139 |
|
|
2021
Q3 | $351K | Sell |
2,925
-140
| -5% | -$16.8K | 0.28% | 82 |
|
|
2021
Q2 | $397K | Buy |
3,065
+284
| +10% | +$36.8K | 0.32% | 74 |
|
|
2021
Q1 | $352K | Sell |
2,781
-15
| -0.5% | -$1.9K | 0.31% | 75 |
|
|
2020
Q4 | $323K | Buy |
+2,796
| New | +$323K | 0.29% | 64 |
|