M Holdings Securities’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 |
-1,578
| Closed | -$248K | – | 390 |
|
|
2023
Q1 | $248K | Buy |
1,578
+1
| +0.1% | +$157 | 0.03% | 280 |
|
|
2022
Q4 | $250K | Hold |
1,577
| – | – | 0.03% | 380 |
|
|
2022
Q3 | $217K | Hold |
1,577
| – | – | 0.02% | 389 |
|
|
2022
Q2 | $202K | Sell |
1,577
-2
| -0.1% | -$256 | 0.02% | 410 |
|
|
2022
Q1 | $214K | Buy |
+1,579
| New | +$214K | 0.02% | 470 |
|