Avantax Planning 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
2018
Q4
Sell
-1,006
Closed -$103K 1033
2018
Q3
$103K Buy
+1,006
New +$103K 0.01% 342
2018
Q2
Sell
-789
Closed -$98K 1261
2018
Q1
$98K Buy
+789
New +$98K 0.01% 410