Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-454
| Closed | -$67K | – | 422 |
|
|
2023
Q2 | $67K | Hold |
454
| – | – | 0.06% | 176 |
|
|
2023
Q1 | $71.4K | Hold |
454
| – | – | 0.07% | 175 |
|
|
2022
Q4 | $71.9K | Hold |
454
| – | – | 0.07% | 168 |
|
|
2022
Q3 | $64K | Hold |
454
| – | – | 0.06% | 174 |
|
|
2022
Q2 | $60K | Hold |
454
| – | – | 0.06% | 189 |
|
|
2022
Q1 | $61K | Hold |
454
| – | – | 0.05% | 203 |
|
|
2021
Q4 | $62K | Buy |
+454
| New | +$62K | 0.05% | 202 |
|