Tradition Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,217
| Closed | -$154K | – | 1050 |
|
|
2023
Q4 | $154K | Buy |
1,217
+83
| +7% | +$10.5K | 0.02% | 368 |
|
|
2023
Q3 | $139K | Buy |
1,134
+6
| +0.5% | +$735 | 0.02% | 365 |
|
|
2023
Q2 | $167K | Buy |
1,128
+93
| +9% | +$13.8K | 0.02% | 337 |
|
|
2023
Q1 | $163K | Buy |
+1,035
| New | +$163K | 0.02% | 332 |
|
|
2022
Q4 | – | Sell |
-24
| Closed | -$3K | – | 1206 |
|
|
2022
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 1161 |
|
|
2022
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 1055 |
|
|
2022
Q1 | $3K | Sell |
24
-4
| -14% | -$500 | ﹤0.01% | 1123 |
|
|
2021
Q4 | $4K | Sell |
28
-66
| -70% | -$9.43K | ﹤0.01% | 1103 |
|
|
2021
Q3 | $11K | Buy |
94
+70
| +292% | +$8.19K | ﹤0.01% | 892 |
|
|
2021
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 1149 |
|
|
2021
Q1 | – | Sell |
-24
| Closed | -$3K | – | 997 |
|
|
2020
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 911 |
|