Phillips Wealth Planners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,166
| Closed | -$280K | – | 184 |
|
|
2023
Q4 | $280K | Sell |
2,166
-283
| -12% | -$36.6K | 0.34% | 107 |
|
|
2023
Q3 | $279K | Buy |
2,449
+191
| +8% | +$21.7K | 0.38% | 103 |
|
|
2023
Q2 | $333K | Buy |
2,258
+339
| +18% | +$50.1K | 0.44% | 88 |
|
|
2023
Q1 | $301K | Buy |
1,919
+219
| +13% | +$34.4K | 0.4% | 94 |
|
|
2022
Q4 | $254K | Buy |
+1,700
| New | +$254K | 0.44% | 87 |
|