Financial Counselors Inc’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 Q4	–	Sell	-2,109	Closed	-$259K	–	577
2023 Q3	$259K	Buy	2,109 +84	+4%	+$11.9K	0.01%	490
2023 Q2	$299K	Hold	2,025	–	–	0.01%	425
2023 Q1	$319K	Sell	2,025 -5	-0.2%	-$759	0.01%	417
2022 Q4	$322K	Buy	2,030 +5	+0.2%	+$745	0.01%	421
2022 Q3	$278K	Hold	2,025	–	–	0.01%	423
2022 Q2	$259K	Hold	2,025	–	–	0.01%	443
2022 Q1	$274K	Hold	2,025	–	–	0.01%	447
2021 Q4	$275K	Hold	2,025	–	–	0.01%	443
2021 Q3	$243K	Sell	2,025 -717	-26%	-$91.2K	0.01%	485
2021 Q2	$355K	Sell	2,742 -38	-1%	-$5.05K	0.01%	412
2021 Q1	$352K	Sell	2,780 -49	-2%	-$5.78K	0.01%	411
2020 Q4	$327K	Sell	2,829 -1,106	-28%	-$129K	0.01%	415
2020 Q3	$455K	Sell	3,935 -1,829	-32%	-$204K	0.01%	349
2020 Q2	$610K	Buy	5,764 +3,282	+132%	+$369K	0.02%	346
2020 Q1	$276K	Sell	2,482 -40	-2%	-$4.28K	0.01%	376
2019 Q4	$263K	Sell	2,522 -103	-4%	-$10.9K	0.01%	455
2019 Q3	$289K	Buy	2,625 +2	+0.1%	+$223	0.01%	423
2019 Q2	$302K	Hold	2,623	–	–	0.01%	400
2019 Q1	$306K	Buy	+2,623	New	+$274K	0.01%	393