Genesee Valley Trust’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 |
-3,536
| Closed | -$463 | – | 236 |
|
|
2017
Q1 | $463 | Sell |
3,536
-2,120
| -37% | -$278 | 0.32% | 89 |
|
|
2016
Q4 | $724 | Sell |
5,656
-65
| -1% | -$8 | 0.51% | 55 |
|
|
2016
Q3 | $775K | Buy |
5,721
+1,141
| +25% | +$155K | 0.48% | 64 |
|
|
2016
Q2 | $698K | Buy |
+4,580
| New | +$698K | 0.45% | 75 |
|