Warther Private Wealth’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,044
| Closed | -$302K | – | 69 |
|
|
2023
Q2 | $302K | Sell |
2,044
-36
| -2% | -$5.32K | 0.21% | 52 |
|
|
2023
Q1 | $327K | Sell |
2,080
-106
| -5% | -$16.7K | 0.25% | 54 |
|
|
2022
Q4 | $346K | Hold |
2,186
| – | – | 0.26% | 59 |
|
|
2022
Q3 | $300K | Sell |
2,186
-129
| -6% | -$17.7K | 0.24% | 67 |
|
|
2022
Q2 | $304K | Sell |
2,315
-66
| -3% | -$8.67K | 0.22% | 90 |
|
|
2022
Q1 | $327K | Sell |
2,381
-180
| -7% | -$24.7K | 0.21% | 104 |
|
|
2021
Q4 | $350K | Buy |
2,561
+1
| +0% | +$137 | 0.26% | 87 |
|
|
2021
Q3 | $306K | Buy |
2,560
+412
| +19% | +$49.2K | 0.27% | 89 |
|
|
2021
Q2 | $279K | Buy |
+2,148
| New | +$279K | 0.27% | 88 |
|