Koch Industries’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-2,334
| Closed | -$289K | – | 533 |
|
2018
Q1 | $289K | Sell |
2,334
-1,180
| -34% | -$146K | 0.03% | 658 |
|
2017
Q4 | $437K | Sell |
3,514
-206
| -6% | -$25.6K | 0.06% | 298 |
|
2017
Q3 | $391K | Sell |
3,720
-467
| -11% | -$49.1K | 0.09% | 216 |
|
2017
Q2 | $495K | Buy |
+4,187
| New | +$495K | 0.14% | 139 |
|