Accel Wealth Management’s J.M. Smucker SJM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-494
Closed -$65K 1092
2022
Q2
$65K Buy
494
+4
+0.8% +$526 0.04% 306
2022
Q1
$67K Buy
490
+4
+0.8% +$547 0.03% 312
2021
Q4
$66K Buy
+486
New +$66K 0.03% 331