Financial Gravity Asset 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
2024 Q2	–	Hold	0	–	-$34	–	2360
2024 Q1	–	Hold	0	–	–	–	1861
2022 Q1	–	Sell	-3,128	Closed	-$9.43K	–	1002
2021 Q4	$9.43K	Buy	3,128 +3,057	+4,306%	+$390K	0.21%	130
2021 Q3	$120K	Hold	71	–	–	0.06%	301
2021 Q2	$130K	Sell	71 -6	-8%	-$797	0.05%	287
2021 Q1	$9.71K	Buy	77 +50	+185%	+$5.9K	0.2%	86
2020 Q4	$3K	Buy	+27	New	+$3.14K	﹤0.01%	286
2020 Q2	–	Sell	-2	Closed	-$180	–	753
2020 Q1	$180	Sell	2 -22	-92%	-$2.35K	﹤0.01%	768
2019 Q4	$104K	Buy	24 +1	+4%	+$106	0.07%	305
2019 Q3	$3K	Sell	23 -30	-57%	-$3.34K	﹤0.01%	839
2019 Q2	$6K	Buy	53 +1	+2%	+$122	﹤0.01%	665
2019 Q1	$6K	Buy	+52	New	+$5.43K	﹤0.01%	658
2018 Q3	$5K	Sell	47 -169	-78%	-$18.5K	0.01%	740
2018 Q2	$24K	Buy	216 +169	+360%	+$19K	0.02%	456
2018 Q1	$5K	Buy	+47	New	+$5.87K	0.01%	745