TPI
Trust Point Inc’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,856
| Closed | -$225K | – | 581 |
|
|
2024
Q3 | $225K | Sell |
1,856
-523
| -22% | -$63.3K | 0.02% | 468 |
|
|
2024
Q2 | $259K | Sell |
2,379
-2,198
| -48% | -$240K | 0.02% | 410 |
|
|
2024
Q1 | $576K | Sell |
4,577
-1,110
| -20% | -$140K | 0.05% | 258 |
|
|
2023
Q4 | $719K | Buy |
+5,687
| New | +$719K | 0.06% | 191 |
|