Groesbeck Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-34,140
| Closed | -$3.95M | – | 93 |
|
|
2015
Q1 | $3.95M | Hold |
34,140
| – | – | 1.92% | 21 |
|
|
2014
Q4 | $3.45M | Hold |
34,140
| – | – | 1.69% | 22 |
|
|
2014
Q3 | $3.38M | Sell |
34,140
-600
| -2% | -$59.4K | 1.61% | 23 |
|
|
2014
Q2 | $3.7M | Sell |
34,740
-400
| -1% | -$42.6K | 1.61% | 22 |
|
|
2014
Q1 | $3.42M | Buy |
35,140
+40
| +0.1% | +$3.89K | 1.54% | 27 |
|
|
2013
Q4 | $3.64M | Hold |
35,100
| – | – | 1.51% | 32 |
|
|
2013
Q3 | $3.69M | Hold |
35,100
| – | – | 1.6% | 32 |
|
|
2013
Q2 | $3.62M | Buy |
+35,100
| New | +$3.62M | 1.53% | 29 |
|