Integrated Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-324
| Closed | -$44K | – | 876 |
|
|
2016
Q3 | $44K | Buy |
324
+89
| +38% | +$12.1K | 0.02% | 431 |
|
|
2016
Q2 | $36K | Hold |
235
| – | – | 0.01% | 468 |
|
|
2016
Q1 | $30K | Buy |
235
+1
| +0.4% | +$128 | 0.01% | 469 |
|
|
2015
Q4 | $29K | Hold |
234
| – | – | 0.01% | 501 |
|
|
2015
Q3 | $27K | Hold |
234
| – | – | 0.01% | 502 |
|
|
2015
Q2 | $25K | Buy |
234
+38
| +19% | +$4.06K | 0.01% | 545 |
|
|
2015
Q1 | $22K | Buy |
+196
| New | +$22K | 0.01% | 548 |
|