Kellett Wealth Advisors’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	-1,375	Closed	-$203K	–	70
2023 Q2	$203K	Hold	1,375	–	–	0.18%	57
2023 Q1	$216K	Sell	1,375 -1	-0.1%	-$157	0.21%	49
2022 Q4	$218K	Hold	1,376	–	–	0.21%	49
2022 Q3	$207K	Buy	+1,376	New	+$207K	0.25%	49