LWM
LBA Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-35
| Closed | -$5K | – | 461 |
|
|
2016
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 351 |
|
|
2015
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 355 |
|
|
2015
Q3 | – | Sell |
-35
| Closed | -$4K | – | 372 |
|
|
2015
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 285 |
|
|
2015
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 276 |
|
|
2014
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 265 |
|
|
2014
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 387 |
|
|
2014
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 236 |
|
|
2014
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 241 |
|
|
2013
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 244 |
|