Financial Architects (New Jersey)’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 |
-100
| Closed | -$13K | – | 1487 |
|
|
2017
Q1 | $13K | Sell |
100
-926
| -90% | -$120K | ﹤0.01% | 970 |
|
|
2016
Q4 | $131K | Sell |
1,026
-6
| -0.6% | -$766 | 0.03% | 327 |
|
|
2016
Q3 | $139K | Buy |
+1,032
| New | +$139K | 0.04% | 322 |
|
|
2015
Q3 | – | Sell |
-7
| Closed | -$1K | – | 773 |
|
|
2015
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1138 |
|