Personal Wealth Partners’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-200
Closed -$26K 342
2021
Q2
$26K Buy
+200
New +$26K 0.01% 196
2020
Q1
Sell
-15
Closed -$2K 518
2019
Q4
$2K Hold
15
﹤0.01% 362
2019
Q3
$2K Buy
+15
New +$2K ﹤0.01% 369