Wahed Invest’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
Q2 | – | Sell |
-1,988
| Closed | -$250K | – | 241 |
|
2024
Q1 | $250K | Buy |
1,988
+240
| +14% | +$30.2K | 0.06% | 192 |
|
2023
Q4 | $221K | Buy |
1,748
+197
| +13% | +$24.9K | 0.06% | 186 |
|
2023
Q3 | $191K | Buy |
1,551
+80
| +5% | +$9.83K | 0.06% | 195 |
|
2023
Q2 | $217K | Buy |
1,471
+147
| +11% | +$21.7K | 0.08% | 175 |
|
2023
Q1 | $208K | Buy |
1,324
+27
| +2% | +$4.25K | 0.09% | 166 |
|
2022
Q4 | $206K | Buy |
1,297
+128
| +11% | +$20.3K | 0.11% | 159 |
|
2022
Q3 | $161K | Buy |
1,169
+48
| +4% | +$6.61K | 0.1% | 160 |
|
2022
Q2 | $143K | Buy |
+1,121
| New | +$143K | 0.09% | 175 |
|
2022
Q1 | – | Sell |
-1,255
| Closed | -$170K | – | 223 |
|
2021
Q4 | $170K | Buy |
+1,255
| New | +$170K | 0.09% | 178 |
|