FDO Partners’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
Q3 | – | Sell |
-18,301
| Closed | -$2.17M | – | 299 |
|
|
2017
Q2 | $2.17M | Sell |
18,301
-2,116
| -10% | -$250K | 0.46% | 95 |
|
|
2017
Q1 | $2.68M | Buy |
20,417
+10,249
| +101% | +$1.34M | 0.67% | 55 |
|
|
2016
Q4 | $1.3M | Buy |
10,168
+5,256
| +107% | +$673K | 0.52% | 83 |
|
|
2016
Q3 | $666K | Buy |
+4,912
| New | +$666K | 0.29% | 137 |
|
|
2016
Q1 | – | Sell |
-1,812
| Closed | -$223K | – | 320 |
|
|
2015
Q4 | $223K | Buy |
+1,812
| New | +$223K | 0.13% | 218 |
|