Newbridge Financial Services Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-125
| Closed | -$13.6K | – | 1043 |
|
|
2024
Q2 | $13.6K | Buy |
125
+2
| +2% | +$217 | 0.01% | 651 |
|
|
2024
Q1 | $15.5K | Buy |
123
+1
| +0.8% | +$126 | 0.01% | 661 |
|
|
2023
Q4 | $15.5K | Buy |
122
+1
| +0.8% | +$127 | 0.01% | 643 |
|
|
2023
Q3 | $14.9K | Buy |
121
+1
| +0.8% | +$123 | 0.01% | 714 |
|
|
2023
Q2 | $17.8K | Sell |
120
-60
| -33% | -$8.89K | 0.01% | 728 |
|
|
2023
Q1 | $28.3K | Buy |
180
+1
| +0.6% | +$157 | 0.02% | 609 |
|
|
2022
Q4 | $28.3K | Buy |
179
+1
| +0.6% | +$158 | 0.02% | 612 |
|
|
2022
Q3 | $24K | Buy |
178
+2
| +1% | +$270 | 0.01% | 649 |
|
|
2022
Q2 | $23K | Buy |
176
+1
| +0.6% | +$131 | 0.01% | 620 |
|
|
2022
Q1 | $24K | Buy |
175
+1
| +0.6% | +$137 | 0.01% | 676 |
|
|
2021
Q4 | $24K | Buy |
174
+2
| +1% | +$276 | 0.01% | 673 |
|
|
2021
Q3 | $21K | Buy |
172
+59
| +52% | +$7.2K | 0.01% | 655 |
|
|
2021
Q2 | $15K | Hold |
113
| – | – | 0.01% | 862 |
|
|
2021
Q1 | $14K | Buy |
113
+1
| +0.9% | +$124 | 0.01% | 799 |
|
|
2020
Q4 | $13K | Buy |
112
+1
| +0.9% | +$116 | 0.01% | 655 |
|
|
2020
Q3 | $13K | Buy |
+111
| New | +$13K | 0.01% | 616 |
|