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WealthPLAN Partners’s J.M. Smucker SJM Stock Holding History

WealthPLAN Partners’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-773
Closed -$114K – 1022
2023
Q2 		$114K Hold
773
– – 0.02% 374
2023
Q1 		$122K Buy
+773
New +$117K 0.01% 385
2017
Q2 		– Sell
-46
Closed -$5.98K – 382
2017
Q1 		$5.98K Buy
+46
New +$6.25K 0.02% 328
2016
Q3 		$533 Sell
4
-3
-43% -$440 ﹤0.01% 920
2016
Q2 		$610 Buy
+7
New +$931 ﹤0.01% 2357
2015
Q4 		$7.24K Buy
+772
New +$92K ﹤0.01% 1244
2015
Q2 		– Sell
-34
Closed -$4K – 496
2015
Q1 		$4K Buy
+34
New +$3.73K ﹤0.01% 443

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