TD Ameritrade Investment Management’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
Q3 | – | Sell |
-24
| Closed | -$4K | – | 401 |
|
|
2023
Q2 | $4K | Sell |
24
-943
| -98% | -$157K | ﹤0.01% | 418 |
|
|
2023
Q1 | $152K | Sell |
967
-305
| -24% | -$47.9K | ﹤0.01% | 194 |
|
|
2022
Q4 | $202K | Sell |
1,272
-401
| -24% | -$63.7K | ﹤0.01% | 193 |
|
|
2022
Q3 | $230K | Buy |
+1,673
| New | +$230K | ﹤0.01% | 199 |
|
|
2021
Q4 | – | Sell |
-59
| Closed | -$7K | – | 701 |
|
|
2021
Q3 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 491 |
|
|
2020
Q4 | – | Sell |
-59
| Closed | -$7K | – | 657 |
|
|
2020
Q3 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 491 |
|
|
2019
Q1 | – | Sell |
-126
| Closed | -$12K | – | 618 |
|
|
2018
Q4 | $12K | Sell |
126
-180
| -59% | -$17.1K | ﹤0.01% | 332 |
|
|
2018
Q3 | $31K | Buy |
306
+286
| +1,430% | +$29K | ﹤0.01% | 246 |
|
|
2018
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 373 |
|