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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.81K	Sell	19 -2	-10%	-$305	﹤0.01%	658
2023 Q1	$3.33K	Hold	21	–	–	﹤0.01%	754
2022 Q4	$3.35K	Buy	21 +19	+950%	+$2.83K	﹤0.01%	734
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1059
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1059
2022 Q1	$0	Sell	2 -6	-75%	-$818	﹤0.01%	1094
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	1010
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	998
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	946
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	892
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	896
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	859
2020 Q2	$1K	Buy	8 +5	+167%	+$562	﹤0.01%	897
2020 Q1	$0	Hold	3	–	–	﹤0.01%	996
2019 Q4	$0	Buy	+3	New	+$318	﹤0.01%	975
2019 Q1	–	Sell	-11	Closed	-$1K	–	753
2018 Q4	$1K	Hold	11	–	–	﹤0.01%	679
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	612
2018 Q2	$1K	Buy	+11	New	+$1.24K	﹤0.01%	634