IMS
Index Management Solutions’s J.M. Smucker SJM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $79K | Sell |
696
-21
| -3% | -$2.38K | 0.08% | 84 |
|
2015
Q2 | $78K | Buy |
717
+377
| +111% | +$41K | 0.07% | 122 |
|
2015
Q1 | $39K | Hold |
340
| – | – | 0.03% | 178 |
|
2014
Q4 | $34K | Sell |
340
-8,647
| -96% | -$865K | ﹤0.01% | 586 |
|
2014
Q3 | $890K | Buy |
8,987
+1,882
| +26% | +$186K | 0.1% | 163 |
|
2014
Q2 | $757K | Buy |
7,105
+4,534
| +176% | +$483K | 0.09% | 219 |
|
2014
Q1 | $250K | Buy |
2,571
+1,725
| +204% | +$168K | 0.04% | 238 |
|
2013
Q4 | $88K | Buy |
846
+20
| +2% | +$2.08K | 0.02% | 237 |
|
2013
Q3 | $87K | Buy |
+826
| New | +$87K | 0.03% | 236 |
|