MinichMacGregor Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$475 | – | 553 |
|
|
2022
Q4 | $475 | Buy |
+3
| New | +$475 | ﹤0.01% | 670 |
|
|
2018
Q4 | – | Sell |
-147
| Closed | -$15K | – | 454 |
|
|
2018
Q3 | $15K | Buy |
147
+25
| +20% | +$2.55K | 0.01% | 261 |
|
|
2018
Q2 | $12K | Hold |
122
| – | – | 0.01% | 284 |
|
|
2018
Q1 | $15K | Hold |
122
| – | – | 0.01% | 245 |
|
|
2017
Q4 | $15K | Hold |
122
| – | – | 0.01% | 246 |
|
|
2017
Q3 | $12K | Hold |
122
| – | – | 0.01% | 256 |
|
|
2017
Q2 | $14K | Sell |
122
-58
| -32% | -$6.66K | 0.01% | 235 |
|
|
2017
Q1 | $23K | Hold |
180
| – | – | 0.02% | 165 |
|
|
2016
Q4 | $23K | Hold |
180
| – | – | 0.02% | 164 |
|
|
2016
Q3 | $24K | Hold |
180
| – | – | 0.02% | 169 |
|
|
2016
Q2 | $27K | Hold |
180
| – | – | 0.03% | 156 |
|
|
2016
Q1 | $23K | Buy |
180
+71
| +65% | +$9.07K | 0.02% | 162 |
|
|
2015
Q4 | $12K | Buy |
+109
| New | +$12K | 0.01% | 215 |
|