Newton One Investments’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
Q4 | – | Sell |
-490
| Closed | -$60.2K | – | 122 |
|
|
2023
Q3 | $60.2K | Buy |
490
+4
| +0.8% | +$491 | 0.04% | 63 |
|
|
2023
Q2 | $71.8K | Buy |
486
+3
| +0.6% | +$443 | 0.04% | 62 |
|
|
2023
Q1 | $76K | Hold |
483
| – | – | 0.05% | 61 |
|
|
2022
Q4 | $76.5K | Hold |
483
| – | – | 0.05% | 60 |
|
|
2022
Q3 | $66K | Hold |
483
| – | – | 0.05% | 60 |
|
|
2022
Q2 | $62K | Hold |
483
| – | – | 0.05% | 60 |
|
|
2022
Q1 | $65K | Hold |
483
| – | – | 0.05% | 62 |
|
|
2021
Q4 | $66K | Buy |
483
+4
| +0.8% | +$547 | 0.05% | 63 |
|
|
2021
Q3 | $57K | Buy |
479
+4
| +0.8% | +$476 | 0.04% | 65 |
|
|
2021
Q2 | $62K | Buy |
475
+3
| +0.6% | +$392 | 0.05% | 62 |
|
|
2021
Q1 | $60K | Buy |
472
+4
| +0.9% | +$508 | 0.05% | 46 |
|
|
2020
Q4 | $54K | Buy |
+468
| New | +$54K | 0.05% | 44 |
|