Hefty Wealth Partners’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
2018
Q1
$63K Hold
2017
Q4
$63K Hold
2017
Q3
$54K Hold
2017
Q2
$60K Hold
2017
Q1
$66K Hold
2016
Q4
$65K Hold
2016
Q3
$69K Hold
2016
Q2
$77K Hold
2016
Q1
$66K Sell
2015
Q4
$754K Buy