TWA
SJM icon

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

TCI Wealth Advisors’s Portfolio SJM Stock Details SJM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-114
Closed -$17.9K – 1915
2023
Q1 		$17.9K Hold
114
– – ﹤0.01% 771
2022
Q4 		$18.1K Hold
114
– – ﹤0.01% 743
2022
Q3 		$16K Buy
114
+6
+6% +$842 ﹤0.01% 778
2022
Q2 		$14K Sell
108
-15
-12% -$1.94K ﹤0.01% 819
2022
Q1 		$17K Hold
123
– – ﹤0.01% 779
2021
Q4 		$17K Sell
123
-37
-23% -$5.11K ﹤0.01% 797
2021
Q3 		$19K Buy
160
+42
+36% +$4.99K ﹤0.01% 703
2021
Q2 		$15K Buy
118
+78
+195% +$9.92K ﹤0.01% 708
2021
Q1 		$5K Buy
40
+29
+264% +$3.63K ﹤0.01% 1282
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1426
2020
Q3 		$1K Hold
11
– – ﹤0.01% 1404
2020
Q2 		$1K Sell
11
-4
-27% -$364 ﹤0.01% 1329
2020
Q1 		$2K Sell
15
-2
-12% -$267 ﹤0.01% 1075
2019
Q4 		$2K Buy
17
+9
+113% +$1.06K ﹤0.01% 1190
2019
Q3 		$1K Sell
8
-4
-33% -$500 ﹤0.01% 1371
2019
Q2 		$1K Hold
12
– – ﹤0.01% 1290
2019
Q1 		$1K Sell
12
-3
-20% -$250 ﹤0.01% 1292
2018
Q4 		$1K Buy
15
+3
+25% +$200 ﹤0.01% 1290
2018
Q3 		$1K Buy
12
+4
+50% +$333 ﹤0.01% 1305
2018
Q2 		$1K Sell
8
-21
-72% -$2.63K ﹤0.01% 1370
2018
Q1 		$4K Hold
29
– – ﹤0.01% 792
2017
Q4 		$4K Hold
29
– – ﹤0.01% 847
2017
Q3 		$3K Hold
29
– – ﹤0.01% 872
2017
Q2 		$3K Hold
29
– – ﹤0.01% 910
2017
Q1 		$4K Hold
29
– – ﹤0.01% 787
2016
Q4 		$4K Hold
29
– – ﹤0.01% 847
2016
Q3 		$4K Hold
29
– – ﹤0.01% 802
2016
Q2 		$4K Sell
29
-16
-36% -$2.21K ﹤0.01% 790
2016
Q1 		$6K Buy
45
+37
+463% +$4.93K ﹤0.01% 685
2015
Q4 		$1K Hold
8
– – ﹤0.01% 965
2015
Q3 		$1K Hold
8
– – ﹤0.01% 914
2015
Q2 		$1K Sell
8
-200
-96% -$25K ﹤0.01% 905
2015
Q1 		$24K Hold
208
– – 0.02% 333
2014
Q4 		$21K Buy
208
+200
+2,500% +$20.2K 0.01% 348
2014
Q3 		$1K Hold
8
– – ﹤0.01% 828
2014
Q2 		$1K Hold
8
– – ﹤0.01% 843
2014
Q1 		$1K Hold
8
– – ﹤0.01% 815
2013
Q4 		$1K Hold
8
– – ﹤0.01% 798
2013
Q3 		$1K Buy
+8
New +$1K ﹤0.01% 720