Mirabella Financial Services’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
Q3 | – | Sell |
-3,500
| Closed | -$517K | – | 590 |
|
2023
Q2 | $517K | Buy |
+3,500
| New | +$517K | 0.06% | 285 |
|
2023
Q1 | – | Sell |
-24,399
| Closed | -$3.87M | – | 570 |
|
2022
Q4 | $3.87M | Buy |
+24,399
| New | +$3.87M | 0.35% | 53 |
|
2020
Q4 | – | Sell |
-1,770
| Closed | -$204K | – | 465 |
|
2020
Q3 | $204K | Buy |
+1,770
| New | +$204K | 0.03% | 280 |
|