Orion Portfolio Solutions’s J.M. Smucker SJM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-610
Closed -$65K 1773
2020
Q2
$65K Buy
610
+149
+32% +$15.9K ﹤0.01% 648
2020
Q1
$51K Buy
461
+137
+42% +$15.2K ﹤0.01% 589
2019
Q4
$34K Buy
+324
New +$34K ﹤0.01% 637