Beacon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-2,123
| Closed | -$206K | – | 208 |
|
|
2014
Q1 | $206K | Sell |
2,123
-1,192
| -36% | -$116K | 0.04% | 187 |
|
|
2013
Q4 | $343K | Sell |
3,315
-295
| -8% | -$30.5K | 0.06% | 140 |
|
|
2013
Q3 | $380K | Sell |
3,610
-1,030
| -22% | -$108K | 0.07% | 132 |
|
|
2013
Q2 | $479K | Buy |
+4,640
| New | +$479K | 0.09% | 123 |
|