Joel Isaacson & 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
Q1 | – | Sell |
-275
| Closed | -$35K | – | 471 |
|
|
2016
Q4 | $35K | Hold |
275
| – | – | 0.01% | 356 |
|
|
2016
Q3 | $37K | Hold |
275
| – | – | 0.01% | 373 |
|
|
2016
Q2 | $42K | Hold |
275
| – | – | 0.01% | 345 |
|
|
2016
Q1 | $36K | Hold |
275
| – | – | 0.01% | 384 |
|
|
2015
Q4 | $34K | Hold |
275
| – | – | 0.01% | 380 |
|
|
2015
Q3 | $31K | Hold |
275
| – | – | 0.01% | 408 |
|
|
2015
Q2 | $30K | Sell |
275
-17
| -6% | -$1.86K | 0.01% | 439 |
|
|
2015
Q1 | $34K | Buy |
292
+5
| +2% | +$582 | 0.01% | 411 |
|
|
2014
Q4 | $29K | Hold |
287
| – | – | 0.01% | 384 |
|
|
2014
Q3 | $28K | Hold |
287
| – | – | 0.01% | 377 |
|
|
2014
Q2 | $31K | Hold |
287
| – | – | 0.01% | 358 |
|
|
2014
Q1 | $28K | Hold |
287
| – | – | 0.01% | 365 |
|
|
2013
Q4 | $30K | Buy |
+287
| New | +$30K | 0.01% | 334 |
|