Zhang Financial’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	-1,454	Closed	-$215K	–	251
2023 Q2	$215K	Buy	1,454 +16	+1%	+$2.36K	0.02%	233
2023 Q1	$226K	Hold	1,438	–	–	0.03%	217
2022 Q4	$228K	Buy	+1,438	New	+$228K	0.03%	210