Valmark Advisers’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 |
-2,380
| Closed | -$260K | – | 595 |
|
|
2024
Q2 | $260K | Sell |
2,380
-1,551
| -39% | -$169K | ﹤0.01% | 500 |
|
|
2024
Q1 | $495K | Buy |
3,931
+713
| +22% | +$89.7K | 0.01% | 382 |
|
|
2023
Q4 | $407K | Buy |
3,218
+68
| +2% | +$8.59K | 0.01% | 383 |
|
|
2023
Q3 | $387K | Sell |
3,150
-66
| -2% | -$8.11K | 0.01% | 365 |
|
|
2023
Q2 | $475K | Sell |
3,216
-50
| -2% | -$7.38K | 0.01% | 338 |
|
|
2023
Q1 | $514K | Sell |
3,266
-356
| -10% | -$56K | 0.01% | 311 |
|
|
2022
Q4 | $574K | Buy |
3,622
+1,129
| +45% | +$179K | 0.01% | 295 |
|
|
2022
Q3 | $343K | Sell |
2,493
-103
| -4% | -$14.2K | 0.01% | 332 |
|
|
2022
Q2 | $332K | Buy |
2,596
+109
| +4% | +$13.9K | 0.01% | 341 |
|
|
2022
Q1 | $337K | Buy |
2,487
+71
| +3% | +$9.62K | 0.01% | 353 |
|
|
2021
Q4 | $328K | Buy |
+2,416
| New | +$328K | 0.01% | 337 |
|