Greenwood Capital Associates’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
Q2 | – | Sell |
-2,209
| Closed | -$274K | – | 225 |
|
|
2018
Q1 | $274K | Buy |
2,209
+292
| +15% | +$36.2K | 0.07% | 147 |
|
|
2017
Q4 | $238K | Buy |
+1,917
| New | +$238K | 0.06% | 180 |
|
|
2017
Q2 | – | Sell |
-1,550
| Closed | -$203K | – | 221 |
|
|
2017
Q1 | $203K | Sell |
1,550
-650
| -30% | -$85.1K | 0.05% | 195 |
|
|
2016
Q4 | $282K | Buy |
2,200
+180
| +9% | +$23.1K | 0.08% | 139 |
|
|
2016
Q3 | $274K | Sell |
2,020
-20
| -1% | -$2.71K | 0.08% | 127 |
|
|
2016
Q2 | $311K | Sell |
2,040
-990
| -33% | -$151K | 0.1% | 124 |
|
|
2016
Q1 | $393K | Buy |
3,030
+5
| +0.2% | +$649 | 0.12% | 109 |
|
|
2015
Q4 | $373K | Buy |
+3,025
| New | +$373K | 0.12% | 103 |
|