WealthPLAN Partners’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 |
-773
| Closed | -$114K | – | 1022 |
|
|
2023
Q2 | $114K | Hold |
773
| – | – | 0.02% | 374 |
|
|
2023
Q1 | $122K | Buy |
+773
| New | +$122K | 0.01% | 385 |
|
|
2017
Q2 | – | Sell |
-46
| Closed | -$5.98K | – | 381 |
|
|
2017
Q1 | $5.98K | Buy |
+46
| New | +$5.98K | 0.02% | 328 |
|
|
2016
Q3 | $533 | Sell |
4
-3
| -43% | -$400 | ﹤0.01% | 920 |
|
|
2016
Q2 | $610 | Buy |
+7
| New | +$610 | ﹤0.01% | 2357 |
|
|
2015
Q4 | $7.24K | Buy |
+772
| New | +$7.24K | ﹤0.01% | 1244 |
|
|
2015
Q2 | – | Sell |
-34
| Closed | -$4K | – | 496 |
|
|
2015
Q1 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 443 |
|