Brinker Capital’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-2,166
| Closed | -$269K | – | 1020 |
|
2018
Q1 | $269K | Sell |
2,166
-70
| -3% | -$8.69K | 0.01% | 894 |
|
2017
Q4 | $278K | Sell |
2,236
-955
| -30% | -$119K | 0.01% | 872 |
|
2017
Q3 | $335K | Buy |
+3,191
| New | +$335K | 0.01% | 778 |
|
2017
Q2 | – | Sell |
-3,167
| Closed | -$415K | – | 853 |
|
2017
Q1 | $415K | Buy |
+3,167
| New | +$415K | 0.02% | 660 |
|