WAM
Wakefield Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,181
| Closed | -$296K | – | 195 |
|
|
2021
Q4 | $296K | Buy |
+2,181
| New | +$296K | 0.1% | 152 |
|
|
2019
Q3 | – | Sell |
-2,004
| Closed | -$231K | – | 201 |
|
|
2019
Q2 | $231K | Sell |
2,004
-1,096
| -35% | -$126K | 0.09% | 142 |
|
|
2019
Q1 | $361K | Buy |
+3,100
| New | +$361K | 0.13% | 138 |
|