Elite Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-202
| Closed | -$20K | – | 412 |
|
|
2014
Q3 | $20K | Hold |
202
| – | – | 0.02% | 170 |
|
|
2014
Q2 | $22K | Hold |
202
| – | – | 0.02% | 167 |
|
|
2014
Q1 | $20K | Sell |
202
-28
| -12% | -$2.77K | 0.02% | 192 |
|
|
2013
Q4 | $24K | Buy |
230
+28
| +14% | +$2.92K | 0.02% | 244 |
|
|
2013
Q3 | $21K | Hold |
202
| – | – | 0.02% | 235 |
|
|
2013
Q2 | $21K | Buy |
+202
| New | +$21K | 0.03% | 173 |
|