Gary Goldberg Planning Services’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $380K | Sell |
3,764
-99
| -3% | -$10K | 0.16% | 72 |
|
|
2014
Q3 | $382K | Buy |
3,863
+584
| +18% | +$57.8K | 0.16% | 78 |
|
|
2014
Q2 | $349K | Buy |
3,279
+272
| +9% | +$29K | 0.15% | 80 |
|
|
2014
Q1 | $292K | Buy |
3,007
+2,603
| +644% | +$253K | 0.14% | 87 |
|
|
2013
Q4 | $42K | Buy |
404
+2
| +0.5% | +$208 | 0.02% | 211 |
|
|
2013
Q3 | $42K | Buy |
402
+1
| +0.2% | +$104 | 0.03% | 212 |
|
|
2013
Q2 | $41K | Buy |
+401
| New | +$41K | 0.03% | 202 |
|