B. Riley Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-276
| Closed | -$29K | – | 645 |
|
|
2015
Q2 | $29K | Sell |
276
-1,661
| -86% | -$175K | 0.02% | 535 |
|
|
2015
Q1 | $224K | Sell |
1,937
-70
| -3% | -$8.1K | 0.17% | 186 |
|
|
2014
Q4 | $202K | Buy |
2,007
+62
| +3% | +$6.24K | 0.17% | 158 |
|
|
2014
Q3 | $192K | Sell |
1,945
-94
| -5% | -$9.28K | 0.14% | 203 |
|
|
2014
Q2 | $217K | Sell |
2,039
-192
| -9% | -$20.4K | 0.14% | 195 |
|
|
2014
Q1 | $217K | Buy |
+2,231
| New | +$217K | 0.16% | 173 |
|