KWA
Kingswood Wealth Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,952
| Closed | -$236K | – | 888 |
|
|
2024
Q3 | $236K | Buy |
+1,952
| New | +$236K | 0.02% | 633 |
|
|
2024
Q2 | – | Sell |
-2,240
| Closed | -$282K | – | 704 |
|
|
2024
Q1 | $282K | Sell |
2,240
-500
| -18% | -$62.9K | 0.03% | 499 |
|
|
2023
Q4 | $346K | Sell |
2,740
-943
| -26% | -$119K | 0.04% | 428 |
|
|
2023
Q3 | $453K | Buy |
+3,683
| New | +$453K | 0.08% | 265 |
|