Clear Perspectives Financial Planning’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
Q1
$41.7K Hold
2022
Q4
$42K Buy
2022
Q3
$31K Buy
2022
Q2
$26K Hold
2022
Q1
$28K Hold
2021
Q4
$28K Hold
2021
Q3
$25K Hold
2021
Q2
$27K Hold
2021
Q1
$26K Hold
2020
Q4
$24K Buy