GP
Girard Partners’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-698
| Closed | -$71K | – | 728 |
|
|
2018
Q3 | $71K | Buy |
+698
| New | +$71K | 0.01% | 395 |
|
|
2016
Q3 | – | Sell |
-1,475
| Closed | -$225K | – | 207 |
|
|
2016
Q2 | $225K | Sell |
1,475
-140
| -9% | -$21.4K | 0.09% | 177 |
|
|
2016
Q1 | $210K | Sell |
1,615
-80
| -5% | -$10.4K | 0.09% | 173 |
|
|
2015
Q4 | $209K | Buy |
+1,695
| New | +$209K | 0.1% | 163 |
|