New England Capital Financial Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Buy |
116
+1
| +0.9% | +$99 | 0.01% | 232 |
|
|
2025
Q1 | $13.7K | Buy |
115
+1
| +0.9% | +$119 | 0.01% | 207 |
|
|
2024
Q4 | $12.6K | Buy |
114
+1
| +0.9% | +$110 | 0.01% | 217 |
|
|
2024
Q3 | $13.7K | Buy |
113
+1
| +0.9% | +$121 | 0.01% | 208 |
|
|
2024
Q2 | $12.2K | Buy |
112
+1
| +0.9% | +$109 | 0.01% | 214 |
|
|
2024
Q1 | $14K | Sell |
111
-14
| -11% | -$1.77K | 0.01% | 205 |
|
|
2023
Q4 | $15.8K | Buy |
125
+16
| +15% | +$2.02K | 0.01% | 196 |
|
|
2023
Q3 | $13.4K | Buy |
109
+1
| +0.9% | +$123 | 0.01% | 209 |
|
|
2023
Q2 | $16K | Buy |
108
+1
| +0.9% | +$148 | 0.01% | 186 |
|
|
2023
Q1 | $16.9K | Hold |
107
| – | – | 0.01% | 194 |
|
|
2022
Q4 | $15.9K | Buy |
+107
| New | +$15.9K | 0.01% | 209 |
|