TLW 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
2019
Q4
Sell
-30,379
Closed -$3.34M 31
2019
Q3
$3.34M Buy
30,379
+423
+1% +$46.5K 3.13% 16
2019
Q2
$3.45M Sell
29,956
-216
-0.7% -$24.9K 3.36% 16
2019
Q1
$3.52M Buy
+30,172
New +$3.52M 3.75% 13