Peak Asset Management’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
Q3
Sell
-1,369
Closed -$202K 141
2023
Q2
$202K Hold
1,369
0.05% 133
2023
Q1
$215K Hold
1,369
0.05% 136
2022
Q4
$217K Sell
1,369
-131
-9% -$20.8K 0.06% 132
2022
Q3
$206K Buy
+1,500
New +$206K 0.06% 129