Strategic Wealth Partners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
+102
| New | +$10K | ﹤0.01% | 783 |
|
|
2019
Q4 | – | Sell |
-40
| Closed | -$4 | – | 440 |
|
|
2019
Q3 | $4 | Sell |
40
-47
| -54% | -$5 | ﹤0.01% | 665 |
|
|
2019
Q2 | $10K | Buy |
87
+47
| +118% | +$5.4K | ﹤0.01% | 501 |
|
|
2019
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 638 |
|
|
2018
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 595 |
|
|
2018
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 578 |
|
|
2018
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 661 |
|
|
2018
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 643 |
|
|
2017
Q4 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 617 |
|