Laurel Grove Capital’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
Q3 | $723K | Buy |
7,050
+300
| +4% | +$30.8K | 0.37% | 62 |
|
2018
Q2 | $725K | Buy |
6,750
+4,250
| +170% | +$456K | 0.38% | 62 |
|
2018
Q1 | $310K | Buy |
+2,500
| New | +$310K | 0.17% | 86 |
|
2015
Q4 | – | Sell |
-2,400
| Closed | -$274K | – | 102 |
|
2015
Q3 | $274K | Hold |
2,400
| – | – | 0.16% | 95 |
|
2015
Q2 | $260K | Hold |
2,400
| – | – | 0.14% | 95 |
|
2015
Q1 | $278K | Buy |
+2,400
| New | +$278K | 0.15% | 94 |
|