PS
Planned Solutions’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-463
| Closed | -$58.5K | – | 474 |
|
|
2023
Q4 | $58.5K | Buy |
+463
| New | +$58.5K | 0.03% | 265 |
|
|
2021
Q1 | – | Sell |
-450
| Closed | -$52K | – | 347 |
|
|
2020
Q4 | $52K | Hold |
450
| – | – | 0.04% | 191 |
|
|
2020
Q3 | $52K | Buy |
+450
| New | +$52K | 0.05% | 146 |
|