WR Wealth Planners’s J.M. Smucker SJM Stock Holding History

WR Wealth Planners’s Portfolio SJM Stock Details SJM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$569	Hold
2024 Q3	$623	Sell
2024 Q2	$4.38K	Hold
2024 Q1	$5.05K	Buy
2023 Q4	–	Sell
2023 Q3	$7.01K	Hold
2023 Q2	$8.43K	Buy
2023 Q1	$5.83K	Buy
2022 Q4	$321	Hold
2022 Q3	$277	Buy