BI
Boulegeris Investments’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,381
| Closed | -$1.12M | – | 41 |
|
|
2018
Q2 | $1.12M | Sell |
10,381
-129
| -1% | -$13.9K | 0.56% | 33 |
|
|
2018
Q1 | $1.3M | Sell |
10,510
-1,675
| -14% | -$208K | 0.71% | 25 |
|
|
2017
Q4 | $1.51M | Sell |
12,185
-335
| -3% | -$41.6K | 0.79% | 22 |
|
|
2017
Q3 | $1.31M | Buy |
12,520
+3,430
| +38% | +$360K | 0.73% | 22 |
|
|
2017
Q2 | $1.08M | Buy |
9,090
+3,865
| +74% | +$458K | 0.61% | 26 |
|
|
2017
Q1 | $685K | Buy |
5,225
+3,240
| +163% | +$425K | 0.41% | 32 |
|
|
2016
Q4 | $254K | Buy |
+1,985
| New | +$254K | 0.15% | 43 |
|