Trek Financial’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
Q4 | – | Sell |
-19,353
| Closed | -$2.38M | – | 351 |
|
|
2023
Q3 | $2.38M | Buy |
19,353
+17,083
| +753% | +$2.1M | 0.22% | 95 |
|
|
2023
Q2 | $335K | Sell |
2,270
-9,437
| -81% | -$1.39M | 0.03% | 202 |
|
|
2023
Q1 | $1.84M | Sell |
11,707
-17,713
| -60% | -$2.79M | 0.17% | 84 |
|
|
2022
Q4 | $4.66M | Buy |
29,420
+14,724
| +100% | +$2.33M | 0.47% | 54 |
|
|
2022
Q3 | $2.02M | Buy |
+14,696
| New | +$2.02M | 0.21% | 76 |
|
|
2022
Q1 | – | Sell |
-2,076
| Closed | -$282K | – | 267 |
|
|
2021
Q4 | $282K | Buy |
+2,076
| New | +$282K | 0.03% | 163 |
|