Sugarloaf Wealth Management’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-300
Closed -$35K 744
2020
Q3
$35K Hold
300
0.01% 279
2020
Q2
$32K Hold
300
0.01% 292
2020
Q1
$33K Hold
300
0.01% 271
2019
Q4
$31K Buy
+300
New +$31K 0.01% 307