TFO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$378 | – | 642 |
|
|
2024
Q1 | $378 | Hold |
3
| – | – | ﹤0.01% | 332 |
|
|
2023
Q4 | $379 | Hold |
3
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $443 | Hold |
3
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $443 | Hold |
3
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $472 | Buy |
3
+2
| +200% | +$315 | ﹤0.01% | 259 |
|
|
2022
Q4 | $57 | Buy |
+1
| New | +$57 | ﹤0.01% | 845 |
|