Gupta Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13
| Closed | -$2K | – | 1267 |
|
|
2015
Q4 | $2K | Sell |
13
-60
| -82% | -$9.23K | ﹤0.01% | 1134 |
|
|
2015
Q3 | $8K | Sell |
73
-1
| -1% | -$110 | ﹤0.01% | 965 |
|
|
2015
Q2 | $8K | Sell |
74
-74
| -50% | -$8K | ﹤0.01% | 955 |
|
|
2015
Q1 | $17K | Buy |
+148
| New | +$17K | 0.01% | 642 |
|