BSW Wealth 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
2024
Q1
Sell
-1,612
Closed -$204K 315
2023
Q4
$204K Buy
+1,612
New +$204K 0.04% 259