Fiduciary Group’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
Q2 | – | Sell |
-4,430
| Closed | -$581K | – | 182 |
|
|
2017
Q1 | $581K | Sell |
4,430
-570
| -11% | -$74.8K | 0.14% | 118 |
|
|
2016
Q4 | $640K | Sell |
5,000
-1,141
| -19% | -$146K | 0.17% | 110 |
|
|
2016
Q3 | $832K | Sell |
6,141
-95
| -2% | -$12.9K | 0.23% | 90 |
|
|
2016
Q2 | $950K | Buy |
6,236
+2,000
| +47% | +$305K | 0.26% | 85 |
|
|
2016
Q1 | $550K | Buy |
4,236
+1,266
| +43% | +$164K | 0.16% | 118 |
|
|
2015
Q4 | $366K | Buy |
+2,970
| New | +$366K | 0.11% | 135 |
|