Tyler-Stone 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
Q3 | – | Sell |
-80
| Closed | -$8.72K | – | 789 |
|
|
2024
Q2 | $8.72K | Hold |
80
| – | – | ﹤0.01% | 659 |
|
|
2024
Q1 | $10.1K | Hold |
80
| – | – | ﹤0.01% | 636 |
|
|
2023
Q4 | $10.1K | Hold |
80
| – | – | 0.01% | 623 |
|
|
2023
Q3 | $10K | Hold |
80
| – | – | 0.01% | 610 |
|
|
2023
Q2 | $12K | Buy |
+80
| New | +$12K | 0.01% | 572 |
|
|
2022
Q4 | $13K | Hold |
80
| – | – | 0.01% | 514 |
|
|
2022
Q3 | $11K | Hold |
80
| – | – | 0.01% | 524 |
|
|
2022
Q2 | $10K | Hold |
80
| – | – | 0.01% | 554 |
|
|
2022
Q1 | $11K | Hold |
80
| – | – | 0.01% | 561 |
|
|
2021
Q4 | $11K | Buy |
+80
| New | +$11K | 0.01% | 596 |
|