Wexford Capital’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
Q1 | – | Sell |
-2,581
| Closed | -$326K | – | 279 |
|
2023
Q4 | $326K | Buy |
+2,581
| New | +$326K | 0.07% | 118 |
|
2023
Q3 | – | Sell |
-1,713
| Closed | -$253K | – | 241 |
|
2023
Q2 | $253K | Buy |
1,713
+417
| +32% | +$61.6K | 0.05% | 157 |
|
2023
Q1 | $204K | Buy |
+1,296
| New | +$204K | 0.04% | 168 |
|
2018
Q4 | – | Sell |
-29,340
| Closed | -$3.01M | – | 137 |
|
2018
Q3 | $3.01M | Buy |
+29,340
| New | +$3.01M | 0.19% | 65 |
|