PP
PDS Planning’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,631
| Closed | -$205K | – | 411 |
|
|
2024
Q1 | $205K | Buy |
1,631
+34
| +2% | +$4.28K | 0.02% | 356 |
|
|
2023
Q4 | $202K | Buy |
+1,597
| New | +$202K | 0.02% | 337 |
|
|
2023
Q3 | – | Sell |
-1,373
| Closed | -$203K | – | 358 |
|
|
2023
Q2 | $203K | Buy |
+1,373
| New | +$203K | 0.03% | 299 |
|