Baltimore-Washington Financial Advisors’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
Q4 | – | Sell |
-1,945
| Closed | -$221K | – | 227 |
|
|
2015
Q3 | $221K | Hold |
1,945
| – | – | 0.07% | 91 |
|
|
2015
Q2 | $210K | Hold |
1,945
| – | – | 0.06% | 95 |
|
|
2015
Q1 | $225K | Hold |
1,945
| – | – | 0.07% | 95 |
|
|
2014
Q4 | $196K | Hold |
1,945
| – | – | 0.06% | 101 |
|
|
2014
Q3 | $193K | Hold |
1,945
| – | – | 0.06% | 100 |
|
|
2014
Q2 | $207K | Hold |
1,945
| – | – | 0.06% | 108 |
|
|
2014
Q1 | $189K | Hold |
1,945
| – | – | 0.06% | 95 |
|
|
2013
Q4 | $202K | Buy |
+1,945
| New | +$202K | 0.07% | 106 |
|