LVM Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-38,134
| Closed | -$3.91M | – | 111 |
|
|
2018
Q3 | $3.91M | Sell |
38,134
-21,915
| -36% | -$2.25M | 0.89% | 34 |
|
|
2018
Q2 | $6.45M | Sell |
60,049
-9,180
| -13% | -$987K | 1.56% | 23 |
|
|
2018
Q1 | $8.59M | Sell |
69,229
-800
| -1% | -$99.2K | 1.98% | 17 |
|
|
2017
Q4 | $8.7M | Sell |
70,029
-2,445
| -3% | -$304K | 1.97% | 18 |
|
|
2017
Q3 | $7.61M | Buy |
+72,474
| New | +$7.61M | 1.82% | 24 |
|