Hefty Wealth Partners’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
Q1 | $63K | Hold |
511
| – | – | 0.04% | 129 |
|
|
2017
Q4 | $63K | Hold |
511
| – | – | 0.04% | 129 |
|
|
2017
Q3 | $54K | Hold |
511
| – | – | 0.04% | 133 |
|
|
2017
Q2 | $60K | Hold |
511
| – | – | 0.04% | 119 |
|
|
2017
Q1 | $66K | Hold |
511
| – | – | 0.05% | 112 |
|
|
2016
Q4 | $65K | Hold |
511
| – | – | 0.05% | 105 |
|
|
2016
Q3 | $69K | Hold |
511
| – | – | 0.05% | 109 |
|
|
2016
Q2 | $77K | Hold |
511
| – | – | 0.06% | 94 |
|
|
2016
Q1 | $66K | Sell |
511
-5,603
| -92% | -$724K | 0.06% | 97 |
|
|
2015
Q4 | $754K | Buy |
+6,114
| New | +$754K | 0.72% | 45 |
|