Gary Goldberg Planning Services’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$380K Sell
2014
Q3
$382K Buy
2014
Q2
$349K Buy
2014
Q1
$292K Buy
2013
Q4
$42K Buy
2013
Q3
$42K Buy
2013
Q2
$41K Buy