TW
Transform Wealth’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,124
| Closed | -$1.65M | – | 229 |
|
|
2021
Q4 | $1.65M | Sell |
12,124
-726
| -6% | -$98.6K | 0.17% | 91 |
|
|
2021
Q3 | $1.54M | Sell |
12,850
-1,346
| -9% | -$162K | 0.18% | 96 |
|
|
2021
Q2 | $1.84M | Buy |
14,196
+10,558
| +290% | +$1.37M | 0.22% | 98 |
|
|
2021
Q1 | $460K | Sell |
3,638
-9,061
| -71% | -$1.15M | 0.09% | 164 |
|
|
2020
Q4 | $1.47M | Buy |
+12,699
| New | +$1.47M | 0.31% | 84 |
|