GoalVest Advisory’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25	Closed	-$3.16K	–	469
2023 Q4	$3.16K	Buy	+25	New	+$3.16K	﹤0.01%	310
2022 Q2	–	Sell	-5	Closed	-$1K	–	512
2022 Q1	$1K	Buy	+5	New	+$1K	﹤0.01%	360