10-15 Associates’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,502
| Closed | -$229K | – | 121 |
|
|
2016
Q2 | $229K | Buy |
+1,502
| New | +$229K | 0.07% | 104 |
|
|
2015
Q3 | – | Sell |
-1,963
| Closed | -$212K | – | 117 |
|
|
2015
Q2 | $212K | Buy |
1,963
+176
| +10% | +$19K | 0.07% | 112 |
|
|
2015
Q1 | $206K | Buy |
+1,787
| New | +$206K | 0.07% | 114 |
|
|
2013
Q4 | – | Sell |
-1,911
| Closed | -$201K | – | 95 |
|
|
2013
Q3 | $201K | Buy |
+1,911
| New | +$201K | 0.08% | 85 |
|