Constellation Investments’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $351K | Buy |
2,700
+100
| +4% | +$13K | 0.06% | 305 |
|
|
2015
Q4 | $321K | Buy |
2,600
+400
| +18% | +$49.4K | 0.06% | 321 |
|
|
2015
Q3 | $251K | Buy |
2,200
+100
| +5% | +$11.4K | 0.05% | 361 |
|
|
2015
Q2 | $228K | Sell |
2,100
-100
| -5% | -$10.9K | 0.04% | 394 |
|
|
2015
Q1 | $255K | Buy |
2,200
+100
| +5% | +$11.6K | 0.05% | 377 |
|
|
2014
Q4 | $212K | Buy |
+2,100
| New | +$212K | 0.04% | 392 |
|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$213K | – | 402 |
|
|
2014
Q2 | $213K | Buy |
+2,000
| New | +$213K | 0.05% | 383 |
|