Tempus Wealth Planning’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 |
-3,715
| Closed | -$549K | – | 188 |
|
|
2023
Q2 | $549K | Sell |
3,715
-637
| -15% | -$94.1K | 0.25% | 101 |
|
|
2023
Q1 | $685K | Sell |
4,352
-851
| -16% | -$134K | 0.33% | 76 |
|
|
2022
Q4 | $824K | Buy |
5,203
+296
| +6% | +$46.9K | 0.5% | 60 |
|
|
2022
Q3 | $674K | Buy |
4,907
+219
| +5% | +$30.1K | 0.45% | 64 |
|
|
2022
Q2 | $600K | Sell |
4,688
-42
| -0.9% | -$5.38K | 0.49% | 57 |
|
|
2022
Q1 | $640K | Sell |
4,730
-281
| -6% | -$38K | 0.46% | 57 |
|
|
2021
Q4 | $681K | Buy |
5,011
+57
| +1% | +$7.75K | 0.37% | 76 |
|
|
2021
Q3 | $595K | Buy |
4,954
+455
| +10% | +$54.6K | 0.34% | 79 |
|
|
2021
Q2 | $583K | Buy |
+4,499
| New | +$583K | 0.39% | 75 |
|