LVW Advisors’s J.M. Smucker SJM Stock Holding History

LVW Advisors’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$630K	Sell
2023 Q4	$947K	Sell
2023 Q3	$1.91M	Sell
2023 Q2	$3.25M	Sell
2023 Q1	$3.65M	Sell
2022 Q4	$3.73M	Sell
2022 Q3	$3.24M	Buy
2022 Q2	$2.99M	Sell
2022 Q1	$3.17M	Sell
2021 Q4	$3.19M	Sell
2021 Q3	$2.99M	Buy
2021 Q2	$3.19M	Sell
2021 Q1	$3.12M	Sell
2020 Q4	$2.9M	Sell
2020 Q3	$2.97M	Sell
2020 Q2	$2.79M	Sell
2020 Q1	$2.95M	Buy
2019 Q4	$2.37M	Sell
2019 Q3	$2.55M	Sell
2019 Q2	$2.73M	Buy
2019 Q1	$2.74M	Buy
2018 Q4	$1.97M	Sell
2018 Q3	$2.21M	Buy
2018 Q2	$2.21M	Buy
2018 Q1	$2.33M	Sell
2017 Q4	$2.48M	Buy
2017 Q3	$1.69M	Sell
2017 Q2	$1.92M	Buy
2017 Q1	$2.09M	Buy
2016 Q4	$1.95M	Buy
2016 Q3	$2.02M	Buy
2016 Q2	$2.22M	Buy
2016 Q1	$1.82M	Buy
2015 Q4	$1.46M	Buy