Kanaly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $11K | Hold |
82
| – | – | ﹤0.01% | 538 |
|
|
2016
Q3 | $11K | Hold |
82
| – | – | ﹤0.01% | 522 |
|
|
2016
Q2 | $12K | Hold |
82
| – | – | ﹤0.01% | 510 |
|
|
2016
Q1 | $11K | Sell |
82
-32
| -28% | -$4.29K | ﹤0.01% | 539 |
|
|
2015
Q4 | $14K | Sell |
114
-180
| -61% | -$22.1K | ﹤0.01% | 504 |
|
|
2015
Q3 | $34K | Hold |
294
| – | – | 0.01% | 345 |
|
|
2015
Q2 | $32K | Buy |
+294
| New | +$32K | 0.01% | 379 |
|