SWA

Sutton Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$31.7K	Hold	258	–	–	0.02%	288
2023 Q2	$38.1K	Hold	258	–	–	0.02%	263
2023 Q1	$40.6K	Sell	258 -1,100	-81%	-$173K	0.02%	223
2022 Q4	$215K	Hold	1,358	–	–	0.08%	163
2022 Q3	$187K	Hold	1,358	–	–	0.08%	175
2022 Q2	$174K	Hold	1,358	–	–	0.07%	180
2022 Q1	$184K	Hold	1,358	–	–	0.06%	189
2021 Q4	$184K	Hold	1,358	–	–	0.06%	188
2021 Q3	$163K	Sell	1,358 -31	-2%	-$3.72K	0.06%	195
2021 Q2	$180K	Hold	1,389	–	–	0.07%	185
2021 Q1	$176K	Hold	1,389	–	–	0.07%	180
2020 Q4	$161K	Sell	1,389 -44	-3%	-$5.09K	0.07%	183
2020 Q3	$166K	Buy	1,433 +3	+0.2%	+$347	0.08%	161
2020 Q2	$151K	Hold	1,430	–	–	0.08%	163
2020 Q1	$159K	Buy	1,430 +319	+29%	+$35.4K	0.1%	148
2019 Q4	$116K	Hold	1,111	–	–	0.06%	200
2019 Q3	$122K	Hold	1,111	–	–	0.07%	190
2019 Q2	$128K	Hold	1,111	–	–	0.07%	183
2019 Q1	$129K	Hold	1,111	–	–	0.08%	180
2018 Q4	$104K	Hold	1,111	–	–	0.07%	189
2018 Q3	$114K	Hold	1,111	–	–	0.07%	186
2018 Q2	$119K	Hold	1,111	–	–	0.08%	181
2018 Q1	$138K	Hold	1,111	–	–	0.1%	165
2017 Q4	$138K	Hold	1,111	–	–	0.1%	166
2017 Q3	$117K	Sell	1,111 -7	-0.6%	-$735	0.09%	179
2017 Q2	$132K	Buy	1,118 +7	+0.6%	+$828	0.1%	166
2017 Q1	$146K	Hold	1,111	–	–	0.12%	146
2016 Q4	$142K	Hold	1,111	–	–	0.13%	141
2016 Q3	$151K	Hold	1,111	–	–	0.14%	128
2016 Q2	$169K	Hold	1,111	–	–	0.16%	110
2016 Q1	$144K	Buy	+1,111	New	+$144K	0.14%	131