CT Financial Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $315K | Sell |
2,403
-1,116
| -32% | -$146K | 0.19% | 114 |
|
|
2016
Q4 | $451K | Sell |
3,519
-55
| -2% | -$7.04K | 0.29% | 88 |
|
|
2016
Q3 | $484K | Sell |
3,574
-210
| -6% | -$28.5K | 0.3% | 85 |
|
|
2016
Q2 | $577K | Buy |
3,784
+901
| +31% | +$137K | 0.36% | 73 |
|
|
2016
Q1 | $374K | Buy |
2,883
+1
| +0% | +$130 | 0.21% | 102 |
|
|
2015
Q4 | $355K | Buy |
2,882
+1
| +0% | +$123 | 0.2% | 100 |
|
|
2015
Q3 | $329K | Sell |
2,881
-165
| -5% | -$18.8K | 0.21% | 102 |
|
|
2015
Q2 | $330K | Buy |
3,046
+1
| +0% | +$108 | 0.19% | 108 |
|
|
2015
Q1 | $352K | Buy |
3,045
+2
| +0.1% | +$231 | 0.2% | 107 |
|
|
2014
Q4 | $307K | Buy |
+3,043
| New | +$307K | 0.23% | 86 |
|
|
2014
Q1 | $352K | Buy |
+3,045
| New | +$352K | 0.2% | 107 |
|