Occudo Quantitative Strategies’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,910
| Closed | -$474K | – | 924 |
|
|
2024
Q3 | $474K | Buy |
+3,910
| New | +$474K | 0.09% | 296 |
|
|
2023
Q3 | – | Sell |
-7,995
| Closed | -$1.18M | – | 1282 |
|
|
2023
Q2 | $1.18M | Buy |
+7,995
| New | +$1.18M | 0.12% | 278 |
|
|
2021
Q2 | – | Sell |
-3,514
| Closed | -$445K | – | 1033 |
|
|
2021
Q1 | $445K | Buy |
3,514
+393
| +13% | +$49.8K | 0.1% | 367 |
|
|
2020
Q4 | $361K | Buy |
+3,121
| New | +$361K | 0.11% | 348 |
|