Dynasty Wealth Management’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 Q4	–	Sell	-6,817	Closed	-$826K	–	267
2024 Q3	$826K	Buy	6,817 +635	+10%	+$76.9K	0.02%	143
2024 Q2	$674K	Buy	6,182 +1,691	+38%	+$184K	0.02%	164
2024 Q1	$565K	Buy	+4,491	New	+$565K	0.02%	179