Red Door Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,662
| Closed | -$210K | – | 210 |
|
|
2023
Q4 | $210K | Buy |
+1,662
| New | +$210K | 0.05% | 184 |
|
|
2021
Q3 | – | Sell |
-358
| Closed | -$46K | – | 525 |
|
|
2021
Q2 | $46K | Buy |
+358
| New | +$46K | 0.02% | 269 |
|
|
2020
Q3 | – | Sell |
-294
| Closed | -$31K | – | 357 |
|
|
2020
Q2 | $31K | Hold |
294
| – | – | 0.02% | 217 |
|
|
2020
Q1 | $32K | Buy |
+294
| New | +$32K | 0.03% | 199 |
|