Arden Trust’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 |
-3,967
| Closed | -$605 | – | 474 |
|
|
2016
Q2 | $605 | Sell |
3,967
-658
| -14% | -$100 | 0.05% | 334 |
|
|
2016
Q1 | $601K | Sell |
4,625
-971
| -17% | -$126K | 0.05% | 338 |
|
|
2015
Q4 | $690K | Sell |
5,596
-249
| -4% | -$30.7K | 0.06% | 313 |
|
|
2015
Q3 | $667K | Buy |
5,845
+2,933
| +101% | +$335K | 0.06% | 342 |
|
|
2015
Q2 | $315 | Buy |
2,912
+164
| +6% | +$18 | 0.05% | 338 |
|
|
2015
Q1 | $318 | Buy |
+2,748
| New | +$318 | 0.05% | 339 |
|