ProVise Management 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
2024 Q1	–	Sell	-2,886	Closed	-$365K	–	340
2023 Q4	$365K	Sell	2,886 -6,010	-68%	-$760K	0.03%	261
2023 Q3	$1.09M	Buy	8,896 +174	+2%	+$21.4K	0.1%	164
2023 Q2	$1.29M	Buy	+8,722	New	+$1.29M	0.12%	151