Gradient Investments’s J.M. Smucker SJM Stock Holding History

Gradient Investments’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15	Closed	-$1.89K	–	1492
2024 Q1	$1.89K	Buy	15 +11	+275%	+$1.39K	﹤0.01%	839
2023 Q4	$506	Hold	4	–	–	﹤0.01%	1591
2023 Q3	$492	Sell	4 -4	-50%	-$492	﹤0.01%	1558
2023 Q2	$1.18K	Hold	8	–	–	﹤0.01%	1308
2023 Q1	$1.26K	Sell	8 -86	-91%	-$13.5K	﹤0.01%	1170
2022 Q4	$14.9K	Sell	94 -22	-19%	-$3.49K	﹤0.01%	740
2022 Q3	$16K	Hold	116	–	–	﹤0.01%	707
2022 Q2	$15K	Buy	116 +86	+287%	+$11.1K	﹤0.01%	701
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	939
2021 Q4	$4K	Sell	30 -2	-6%	-$267	﹤0.01%	975
2021 Q3	$4K	Hold	32	–	–	﹤0.01%	921
2021 Q2	$4K	Buy	32 +27	+540%	+$3.38K	﹤0.01%	919
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	1106
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	1083
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	1088
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	1002
2020 Q1	$1K	Sell	5 -4	-44%	-$800	﹤0.01%	1035
2019 Q4	$1K	Sell	9 -2	-18%	-$222	﹤0.01%	1049
2019 Q3	$1K	Sell	11 -65	-86%	-$5.91K	﹤0.01%	1041
2019 Q2	$9K	Buy	76 +70	+1,167%	+$8.29K	﹤0.01%	683
2019 Q1	$1K	Hold	6	–	–	﹤0.01%	819
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	894
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	933
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	926
2018 Q1	$1K	Hold	6	–	–	﹤0.01%	939
2017 Q4	$1K	Buy	+6	New	+$1K	﹤0.01%	948
2017 Q3	–	Sell	-6	Closed	-$1K	–	631
2017 Q2	$1K	Hold	6	–	–	﹤0.01%	755
2017 Q1	$1K	Buy	6 +2	+50%	+$333	﹤0.01%	731
2016 Q4	$1K	Sell	4 -22	-85%	-$5.5K	﹤0.01%	694
2016 Q3	$4K	Buy	26 +22	+550%	+$3.39K	﹤0.01%	568
2016 Q2	$1K	Hold	4	–	–	﹤0.01%	672
2016 Q1	$1K	Sell	4 -100	-96%	-$25K	﹤0.01%	689
2015 Q4	$13K	Hold	104	–	–	﹤0.01%	374
2015 Q3	$12K	Hold	104	–	–	﹤0.01%	368
2015 Q2	$11K	Sell	104 -81	-44%	-$8.57K	﹤0.01%	379
2015 Q1	$21K	Buy	+185	New	+$21K	﹤0.01%	323
2014 Q2	–	Sell	-1	Closed	–	–	560
2014 Q1	$0	Buy	+1	New	–	﹤0.01%	614