Smith Salley Wealth Management’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
2020 Q2	–	Sell	-1,850	Closed	-$205K	–	194
2020 Q1	$205K	Buy	+1,850	New	+$198K	0.03%	173
2019 Q4	–	Sell	-1,948	Closed	-$214K	–	201
2019 Q3	$214K	Sell	1,948 -11	-0.6%	-$1.23K	0.03%	182
2019 Q2	$226K	Buy	1,959 +60	+3%	+$7.33K	0.03%	174
2019 Q1	$221K	Buy	+1,899	New	+$198K	0.04%	166
2018 Q3	–	Sell	-1,903	Closed	-$205K	–	192
2018 Q2	$205K	Buy	1,903 +9	+0.5%	+$1.01K	0.04%	175
2018 Q1	$235K	Sell	1,894 -12	-0.6%	-$1.5K	0.04%	163
2017 Q4	$237K	Buy	+1,906	New	+$212K	0.04%	165
2017 Q3	–	Sell	-1,890	Closed	-$224K	–	178
2017 Q2	$224K	Sell	1,890 -102	-5%	-$12.9K	0.05%	159
2017 Q1	$261K	Buy	1,992 +259	+15%	+$35.2K	0.05%	146
2016 Q4	$222K	Sell	1,733 -112	-6%	-$14.5K	0.05%	147
2016 Q3	$250K	Sell	1,845 -256	-12%	-$37.6K	0.06%	134
2016 Q2	$320K	Buy	2,101 +176	+9%	+$23.4K	0.07%	124
2016 Q1	$250K	Hold	1,925	–	–	0.06%	135
2015 Q4	$237K	Buy	1,925 +37	+2%	+$4.41K	0.06%	138
2015 Q3	$215K	Buy	+1,888	New	+$211K	0.06%	144
2015 Q2	–	Sell	-1,809	Closed	-$209K	–	166
2015 Q1	$209K	Buy	+1,809	New	+$198K	0.05%	157