Hendley & Co’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-41,048
| Closed | -$4.86M | – | 54 |
|
|
2017
Q2 | $4.86M | Sell |
41,048
-385
| -0.9% | -$45.6K | 2.7% | 16 |
|
|
2017
Q1 | $5.43M | Buy |
41,433
+16,017
| +63% | +$2.1M | 3.25% | 9 |
|
|
2016
Q4 | $3.26M | Sell |
25,416
-75
| -0.3% | -$9.61K | 2.04% | 20 |
|
|
2016
Q3 | $3.46M | Buy |
25,491
+418
| +2% | +$56.7K | 2.18% | 17 |
|
|
2016
Q2 | $3.82M | Buy |
25,073
+425
| +2% | +$64.8K | 2.35% | 17 |
|
|
2016
Q1 | $3.2M | Buy |
+24,648
| New | +$3.2M | 1.99% | 19 |
|