Genovese Burford & Brothers Wealth & Retirement Plan Management’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
Q3 | – | Sell |
-101
| Closed | -$11K | – | 320 |
|
|
2018
Q2 | $11K | Hold |
101
| – | – | ﹤0.01% | 311 |
|
|
2018
Q1 | $13K | Buy |
+101
| New | +$13K | ﹤0.01% | 298 |
|
|
2017
Q4 | – | Sell |
-1
| Closed | – | – | 419 |
|
|
2017
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 417 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 420 |
|
|
2017
Q1 | $1K | Sell |
1
-50
| -98% | -$50K | ﹤0.01% | 414 |
|
|
2016
Q4 | $7K | Buy |
51
+50
| +5,000% | +$6.86K | ﹤0.01% | 357 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 456 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 444 |
|