Regal Wealth Group’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 Q2	–	Sell	-624	Closed	-$79K	–	210
2021 Q1	$79K	Hold	624	–	–	0.05%	74
2020 Q4	$72K	Hold	624	–	–	0.04%	75
2020 Q3	$72K	Buy	624 +1	+0.2%	+$115	0.06%	69
2020 Q2	$66K	Sell	623 -1	-0.2%	-$106	0.05%	71
2020 Q1	$69K	Hold	624	–	–	0.07%	63
2019 Q4	$65K	Buy	624 +1	+0.2%	+$104	0.04%	74
2019 Q3	$69K	Sell	623 -1	-0.2%	-$111	0.05%	64
2019 Q2	$72K	Hold	624	–	–	0.05%	69
2019 Q1	$73K	Hold	624	–	–	0.05%	64
2018 Q4	$58K	Buy	624 +1	+0.2%	+$93	0.05%	66
2018 Q3	$64K	Sell	623 -1	-0.2%	-$103	0.04%	69
2018 Q2	$67K	Hold	624	–	–	0.07%	68
2018 Q1	$77K	Buy	624 +1	+0.2%	+$123	0.06%	62
2017 Q4	$78K	Sell	623 -1	-0.2%	-$125	0.06%	63
2017 Q3	$65K	Hold	624	–	–	0.05%	65
2017 Q2	$74K	Hold	624	–	–	0.06%	61
2017 Q1	$82K	Hold	624	–	–	0.06%	59
2016 Q4	$80K	Hold	624	–	–	0.07%	56
2016 Q3	$85K	Hold	624	–	–	0.08%	46
2016 Q2	$95K	Hold	624	–	–	0.09%	45
2016 Q1	$81K	Hold	624	–	–	0.08%	48
2015 Q4	$77K	Buy	+624	New	+$77K	0.08%	51