Rainsberger Wealth Advisors’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
Q4 | – | Sell |
-4,811
| Closed | -$591K | – | 71 |
|
|
2023
Q3 | $591K | Buy |
4,811
+257
| +6% | +$31.6K | 0.36% | 54 |
|
|
2023
Q2 | $672K | Buy |
4,554
+125
| +3% | +$18.5K | 0.41% | 54 |
|
|
2023
Q1 | $697K | Buy |
4,429
+723
| +20% | +$114K | 0.41% | 55 |
|
|
2022
Q4 | $587K | Buy |
3,706
+595
| +19% | +$94.3K | 0.37% | 54 |
|
|
2022
Q3 | $427K | Buy |
3,111
+30
| +1% | +$4.12K | 0.29% | 62 |
|
|
2022
Q2 | $394K | Buy |
3,081
+136
| +5% | +$17.4K | 0.29% | 56 |
|
|
2022
Q1 | $399K | Buy |
2,945
+969
| +49% | +$131K | 0.26% | 58 |
|
|
2021
Q4 | $268K | Buy |
+1,976
| New | +$268K | 0.16% | 64 |
|