SWS
SYSTM Wealth Solutions’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,802
| Closed | -$730K | – | 923 |
|
|
2024
Q1 | $730K | Buy |
5,802
+1,836
| +46% | +$231K | 0.09% | 243 |
|
|
2023
Q4 | $501K | Sell |
3,966
-72
| -2% | -$9.1K | 0.07% | 275 |
|
|
2023
Q3 | $496K | Sell |
4,038
-5,673
| -58% | -$697K | 0.08% | 287 |
|
|
2023
Q2 | $1.43M | Sell |
9,711
-277
| -3% | -$40.9K | 0.19% | 146 |
|
|
2023
Q1 | $1.57M | Sell |
9,988
-640
| -6% | -$101K | 0.24% | 110 |
|
|
2022
Q4 | $1.68M | Buy |
+10,628
| New | +$1.68M | 0.21% | 136 |
|