Bell Bank’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
Q3 | – | Sell |
-2,046
| Closed | -$218K | – | 165 |
|
|
2014
Q2 | $218K | Sell |
2,046
-763
| -27% | -$81.3K | 0.15% | 157 |
|
|
2014
Q1 | $273K | Sell |
2,809
-1,130
| -29% | -$110K | 0.18% | 155 |
|
|
2013
Q4 | $408K | Sell |
3,939
-5,960
| -60% | -$617K | 0.21% | 158 |
|
|
2013
Q3 | $1.04M | Sell |
9,899
-995
| -9% | -$105K | 0.36% | 116 |
|
|
2013
Q2 | $1.12M | Buy |
+10,894
| New | +$1.12M | 0.39% | 104 |
|