Founders Financial Securities’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-6,811
| Closed | -$793K | – | 126 |
|
2019
Q1 | $793K | Buy |
6,811
+13
| +0.2% | +$1.51K | 0.25% | 66 |
|
2018
Q4 | $636K | Sell |
6,798
-189
| -3% | -$17.7K | 0.23% | 65 |
|
2018
Q3 | $717K | Buy |
6,987
+117
| +2% | +$12K | 0.2% | 75 |
|
2018
Q2 | $738K | Sell |
6,870
-6
| -0.1% | -$645 | 0.23% | 61 |
|
2018
Q1 | $853K | Buy |
+6,876
| New | +$853K | 0.28% | 57 |
|