DFPG Investments’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	-4,563	Closed	-$683K	–	625
2023 Q2	$683K	Buy	4,563 +68	+2%	+$10.2K	0.06%	311
2023 Q1	$707K	Buy	4,495 +325	+8%	+$51.1K	0.08%	266
2022 Q4	$658K	Buy	+4,170	New	+$658K	0.11%	211