WR Wealth Planners’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
Q4 | $569 | Hold |
5
| – | – | ﹤0.01% | 974 |
|
|
2024
Q3 | $623 | Sell |
5
-35
| -88% | -$4.36K | ﹤0.01% | 1010 |
|
|
2024
Q2 | $4.38K | Hold |
40
| – | – | ﹤0.01% | 744 |
|
|
2024
Q1 | $5.05K | Buy |
+40
| New | +$5.05K | ﹤0.01% | 715 |
|
|
2023
Q4 | – | Sell |
-57
| Closed | -$7.01K | – | 746 |
|
|
2023
Q3 | $7.01K | Hold |
57
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $8.43K | Buy |
57
+20
| +54% | +$2.96K | ﹤0.01% | 607 |
|
|
2023
Q1 | $5.83K | Buy |
37
+35
| +1,750% | +$5.51K | ﹤0.01% | 660 |
|
|
2022
Q4 | $321 | Hold |
2
| – | – | ﹤0.01% | 459 |
|
|
2022
Q3 | $277 | Buy |
+2
| New | +$277 | ﹤0.01% | 469 |
|