Bleakley Financial 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
2023 Q3	–	Sell	-1,735	Closed	-$256K	–	946
2023 Q2	$256K	Sell	1,735 -100	-5%	-$14.8K	0.01%	769
2023 Q1	$289K	Sell	1,835 -2,084	-53%	-$328K	0.01%	716
2022 Q4	$621K	Buy	+3,919	New	+$621K	0.02%	494