Lawson Kroeker Investment Management’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
Q2 | – | Sell |
-3,012
| Closed | -$391K | – | 75 |
|
|
2016
Q1 | $391K | Hold |
3,012
| – | – | 0.13% | 63 |
|
|
2015
Q4 | $372K | Hold |
3,012
| – | – | 0.13% | 65 |
|
|
2015
Q3 | $344K | Sell |
3,012
-2,355
| -44% | -$269K | 0.12% | 66 |
|
|
2015
Q2 | $582K | Hold |
5,367
| – | – | 0.17% | 64 |
|
|
2015
Q1 | $621K | Buy |
5,367
+12
| +0.2% | +$1.39K | 0.18% | 63 |
|
|
2014
Q4 | $541K | Hold |
5,355
| – | – | 0.17% | 59 |
|
|
2014
Q3 | $530K | Sell |
5,355
-1,100
| -17% | -$109K | 0.16% | 58 |
|
|
2014
Q2 | $688K | Hold |
6,455
| – | – | 0.2% | 58 |
|
|
2014
Q1 | $628K | Buy |
6,455
+1,205
| +23% | +$117K | 0.2% | 59 |
|
|
2013
Q4 | $544K | Hold |
5,250
| – | – | 0.17% | 59 |
|
|
2013
Q3 | $551K | Hold |
5,250
| – | – | 0.18% | 59 |
|
|
2013
Q2 | $542K | Buy |
+5,250
| New | +$542K | 0.19% | 58 |
|