SteelPeak Wealth’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 |
-14,737
| Closed | -$2.32M | – | 440 |
|
|
2023
Q1 | $2.32M | Sell |
14,737
-717
| -5% | -$113K | 0.16% | 102 |
|
|
2022
Q4 | $2.45M | Buy |
15,454
+2,215
| +17% | +$351K | 0.18% | 101 |
|
|
2022
Q3 | $1.82M | Buy |
+13,239
| New | +$1.82M | 0.14% | 121 |
|
|
2021
Q4 | – | Sell |
-3,056
| Closed | -$367K | – | 428 |
|
|
2021
Q3 | $367K | Buy |
+3,056
| New | +$367K | 0.02% | 283 |
|