Heritage Trust’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-70
| Closed | -$7K | – | 374 |
|
|
2018
Q4 | $7K | Hold |
70
| – | – | ﹤0.01% | 334 |
|
|
2018
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 347 |
|
|
2018
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 321 |
|
|
2018
Q1 | $9K | Hold |
70
| – | – | ﹤0.01% | 299 |
|
|
2017
Q4 | $9K | Hold |
70
| – | – | ﹤0.01% | 293 |
|
|
2017
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 298 |
|
|
2017
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 264 |
|
|
2017
Q1 | $9K | Buy |
+70
| New | +$9K | ﹤0.01% | 263 |
|