Schubert & Co’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
Q2 | – | Sell |
-65
| Closed | -$10.2K | – | 1269 |
|
|
2023
Q1 | $10.2K | Sell |
65
-2
| -3% | -$315 | 0.01% | 219 |
|
|
2022
Q4 | $10.6K | Buy |
67
+7
| +12% | +$1.11K | 0.01% | 212 |
|
|
2022
Q3 | $8K | Buy |
60
+18
| +43% | +$2.4K | 0.01% | 247 |
|
|
2022
Q2 | $5K | Buy |
42
+21
| +100% | +$2.5K | ﹤0.01% | 383 |
|
|
2022
Q1 | $3K | Buy |
21
+4
| +24% | +$571 | ﹤0.01% | 310 |
|
|
2021
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 439 |
|