First Personal Financial Services’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 Q3	$2.95K	Buy	24 +1	+4%	+$118	﹤0.01%	353
2024 Q2	$2.55K	Hold	23	–	–	﹤0.01%	327
2024 Q1	$2.94K	Hold	23	–	–	﹤0.01%	321
2023 Q4	$2.95K	Hold	23	–	–	﹤0.01%	348
2023 Q3	$2.87K	Hold	23	–	–	﹤0.01%	358
2023 Q2	$3.45K	Hold	23	–	–	﹤0.01%	348
2023 Q1	$3.67K	Buy	+23	New	+$3.49K	﹤0.01%	368
2019 Q4	–	Sell	-6	Closed	-$1K	–	573
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	503
2019 Q2	$1K	Buy	+6	New	+$733	﹤0.01%	753
2018 Q4	–	Sell	-320	Closed	-$33K	–	688
2018 Q3	$33K	Buy	320 +40	+14%	+$4.37K	0.01%	338
2018 Q2	$30K	Sell	280 -155	-36%	-$17.4K	0.01%	343
2018 Q1	$54K	Buy	435 +280	+181%	+$35K	0.01%	424
2017 Q4	$19K	Hold	155	–	–	﹤0.01%	660
2017 Q3	$16K	Hold	155	–	–	﹤0.01%	623
2017 Q2	$18K	Hold	155	–	–	﹤0.01%	604
2017 Q1	$20K	Sell	155 -3	-2%	-$408	﹤0.01%	569
2016 Q4	$20K	Buy	158 +3	+2%	+$389	0.01%	552
2016 Q3	$21K	Sell	155 -85	-35%	-$12.5K	0.01%	432
2016 Q2	$37K	Buy	+240	New	+$31.9K	0.01%	321