KMS Financial Services’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $218K | Buy |
2,199
+7
| +0.3% | +$694 | 0.03% | 465 |
|
|
2014
Q2 | $234K | Buy |
2,192
+6
| +0.3% | +$641 | 0.03% | 453 |
|
|
2014
Q1 | $213K | Buy |
2,186
+91
| +4% | +$8.87K | 0.03% | 467 |
|
|
2013
Q4 | $217K | Sell |
2,095
-59
| -3% | -$6.11K | 0.04% | 452 |
|
|
2013
Q3 | $226K | Buy |
+2,154
| New | +$226K | 0.06% | 366 |
|