Selective Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-102
| Closed | -$14K | – | 624 |
|
|
2022
Q3 | $14K | Hold |
102
| – | – | 0.01% | 477 |
|
|
2022
Q2 | $13K | Hold |
102
| – | – | ﹤0.01% | 531 |
|
|
2022
Q1 | $14K | Hold |
102
| – | – | 0.01% | 493 |
|
|
2021
Q4 | $14K | Hold |
102
| – | – | 0.01% | 457 |
|
|
2021
Q3 | $12K | Hold |
102
| – | – | 0.01% | 417 |
|
|
2021
Q2 | $13K | Buy |
102
+2
| +2% | +$255 | 0.01% | 313 |
|
|
2021
Q1 | $13K | Buy |
+100
| New | +$13K | 0.01% | 230 |
|