MMA Asset Management’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 |
-1,322
| Closed | -$208K | – | 119 |
|
|
2023
Q1 | $208K | Sell |
1,322
-564
| -30% | -$88.8K | 0.15% | 99 |
|
|
2022
Q4 | $299K | Sell |
1,886
-42
| -2% | -$6.66K | 0.24% | 65 |
|
|
2022
Q3 | $265K | Sell |
1,928
-133
| -6% | -$18.3K | 0.23% | 74 |
|
|
2022
Q2 | $264K | Hold |
2,061
| – | – | 0.23% | 74 |
|
|
2022
Q1 | $294K | Sell |
2,061
-17
| -0.8% | -$2.43K | 0.23% | 68 |
|
|
2021
Q4 | $282K | Sell |
2,078
-521
| -20% | -$70.7K | 0.2% | 74 |
|
|
2021
Q3 | $312K | Hold |
2,599
| – | – | 0.24% | 63 |
|
|
2021
Q2 | $337K | Buy |
+2,599
| New | +$337K | 0.26% | 57 |
|