MAWCM
Mine & Arao Wealth Creation & Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,410
| Closed | -$177K | – | 307 |
|
|
2024
Q1 | $177K | Buy |
1,410
+10
| +0.7% | +$1.26K | 0.09% | 78 |
|
|
2023
Q4 | $177K | Buy |
1,400
+11
| +0.8% | +$1.39K | 0.1% | 76 |
|
|
2023
Q3 | $171K | Buy |
1,389
+8
| +0.6% | +$983 | 0.1% | 72 |
|
|
2023
Q2 | $204K | Buy |
1,381
+8
| +0.6% | +$1.18K | 0.12% | 71 |
|
|
2023
Q1 | $216K | Buy |
1,373
+8
| +0.6% | +$1.26K | 0.14% | 65 |
|
|
2022
Q4 | $216K | Buy |
1,365
+7
| +0.5% | +$1.11K | 0.16% | 66 |
|
|
2022
Q3 | $187K | Buy |
1,358
+8
| +0.6% | +$1.1K | 0.14% | 68 |
|
|
2022
Q2 | $173K | Buy |
1,350
+9
| +0.7% | +$1.15K | 0.12% | 71 |
|
|
2022
Q1 | $182K | Buy |
1,341
+8
| +0.6% | +$1.09K | 0.11% | 74 |
|
|
2021
Q4 | $181K | Sell |
1,333
-15
| -1% | -$2.04K | 0.1% | 73 |
|
|
2021
Q3 | $162K | Buy |
1,348
+5
| +0.4% | +$601 | 0.1% | 82 |
|
|
2021
Q2 | $174K | Buy |
1,343
+4
| +0.3% | +$518 | 0.11% | 78 |
|
|
2021
Q1 | $169K | Buy |
1,339
+5
| +0.4% | +$631 | 0.11% | 76 |
|
|
2020
Q4 | $154K | Buy |
1,334
+5
| +0.4% | +$577 | 0.11% | 73 |
|
|
2020
Q3 | $154K | Buy |
1,329
+5
| +0.4% | +$579 | 0.13% | 66 |
|
|
2020
Q2 | $140K | Buy |
1,324
+4
| +0.3% | +$423 | 0.13% | 64 |
|
|
2020
Q1 | $146K | Buy |
1,320
+5
| +0.4% | +$553 | 0.17% | 58 |
|
|
2019
Q4 | $137K | Buy |
+1,315
| New | +$137K | 0.13% | 68 |
|