Founders Capital Management (Texas)’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-320
| Closed | -$40K | – | 344 |
|
|
2018
Q1 | $40K | Hold |
320
| – | – | 0.03% | 152 |
|
|
2017
Q4 | $40K | Sell |
320
-13,524
| -98% | -$1.69M | 0.03% | 149 |
|
|
2017
Q3 | $1.45M | Sell |
13,844
-416
| -3% | -$43.7K | 1.2% | 33 |
|
|
2017
Q2 | $1.69M | Sell |
14,260
-415
| -3% | -$49.1K | 1.49% | 28 |
|
|
2017
Q1 | $1.92M | Buy |
+14,675
| New | +$1.92M | 1.73% | 23 |
|