CWA
Cypress Wealth Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,117
| Closed | -$277K | – | 160 |
|
|
2017
Q1 | $277K | Buy |
2,117
+55
| +3% | +$7.2K | 0.13% | 159 |
|
|
2016
Q4 | $264K | Hold |
2,062
| – | – | 0.12% | 156 |
|
|
2016
Q3 | $279K | Sell |
2,062
-10
| -0.5% | -$1.35K | 0.13% | 142 |
|
|
2016
Q2 | $316K | Buy |
2,072
+10
| +0.5% | +$1.53K | 0.16% | 126 |
|
|
2016
Q1 | $268K | Buy |
2,062
+25
| +1% | +$3.25K | 0.12% | 145 |
|
|
2015
Q4 | $251K | Hold |
2,037
| – | – | 0.13% | 148 |
|
|
2015
Q3 | $232K | Hold |
2,037
| – | – | 0.13% | 156 |
|
|
2015
Q2 | $221K | Buy |
+2,037
| New | +$221K | 0.13% | 133 |
|