VisionPoint Advisory Group’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,352
Closed -$272K 144
2020
Q4
$272K Sell
2,352
-9,807
-81% -$1.13M 0.14% 119
2020
Q3
$1.41M Sell
12,159
-6,036
-33% -$697K 0.61% 34
2020
Q2
$1.97M Sell
18,195
-563
-3% -$60.9K 0.8% 30
2020
Q1
$2.08M Buy
+18,758
New +$2.08M 0.97% 28