Guardian Investor Services’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
Q1 | $81K | Hold |
703
| – | – | 0.06% | 341 |
|
|
2014
Q4 | $71K | Sell |
703
-20
| -3% | -$2.02K | 0.06% | 366 |
|
|
2014
Q3 | $72K | Sell |
723
-65
| -8% | -$6.47K | 0.06% | 357 |
|
|
2014
Q2 | $84K | Sell |
788
-42
| -5% | -$4.48K | 0.06% | 342 |
|
|
2014
Q1 | $81K | Sell |
830
-13
| -2% | -$1.27K | 0.06% | 352 |
|
|
2013
Q4 | $87K | Sell |
843
-29
| -3% | -$2.99K | 0.07% | 336 |
|
|
2013
Q3 | $92K | Hold |
872
| – | – | 0.08% | 311 |
|
|
2013
Q2 | $90K | Buy |
+872
| New | +$90K | 0.08% | 302 |
|