Syntax Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,367
| Closed | -$202K | – | 218 |
|
|
2023
Q2 | $202K | Sell |
1,367
-110
| -7% | -$16.2K | 0.16% | 198 |
|
|
2023
Q1 | $232K | Buy |
1,477
+58
| +4% | +$9.13K | 0.18% | 182 |
|
|
2022
Q4 | $225K | Sell |
1,419
-261
| -16% | -$41.4K | 0.19% | 159 |
|
|
2022
Q3 | $231K | Sell |
1,680
-24
| -1% | -$3.3K | 0.2% | 148 |
|
|
2022
Q2 | $218K | Buy |
1,704
+79
| +5% | +$10.1K | 0.18% | 172 |
|
|
2022
Q1 | $220K | Sell |
1,625
-154
| -9% | -$20.8K | 0.18% | 185 |
|
|
2021
Q4 | $242K | Buy |
+1,779
| New | +$242K | 0.18% | 182 |
|