SeaCrest 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
Q2 | – | Sell |
-1,599
| Closed | -$201K | – | 637 |
|
|
2024
Q1 | $201K | Buy |
+1,599
| New | +$201K | 0.02% | 570 |
|
|
2023
Q3 | – | Sell |
-1,533
| Closed | -$226K | – | 646 |
|
|
2023
Q2 | $226K | Buy |
1,533
+16
| +1% | +$2.36K | 0.03% | 545 |
|
|
2023
Q1 | $239K | Buy |
1,517
+137
| +10% | +$21.6K | 0.03% | 534 |
|
|
2022
Q4 | $219K | Buy |
+1,380
| New | +$219K | 0.03% | 534 |
|
|
2022
Q3 | – | Sell |
-1,255
| Closed | -$161K | – | 1364 |
|
|
2022
Q2 | $161K | Buy |
+1,255
| New | +$161K | 0.02% | 688 |
|
|
2019
Q2 | – | Sell |
-624
| Closed | -$73K | – | 1637 |
|
|
2019
Q1 | $73K | Buy |
624
+82
| +15% | +$9.59K | 0.01% | 812 |
|
|
2018
Q4 | $51K | Buy |
542
+9
| +2% | +$847 | 0.01% | 890 |
|
|
2018
Q3 | $55K | Buy |
533
+34
| +7% | +$3.51K | 0.01% | 962 |
|
|
2018
Q2 | $54K | Buy |
499
+19
| +4% | +$2.06K | 0.01% | 955 |
|
|
2018
Q1 | $59K | Buy |
480
+70
| +17% | +$8.6K | 0.01% | 883 |
|
|
2017
Q4 | $51K | Buy |
+410
| New | +$51K | 0.01% | 957 |
|