Mariner Wealth Advisors (Cincinnati)’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $625K | Buy |
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2018
Q2 | $585K | Buy |
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|
2018
Q1 | $525K | Buy |
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|
2017
Q4 | $511K | Buy |
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|
2017
Q3 | $263K | Buy |
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|
2017
Q2 | $273K | Buy |
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|
2017
Q1 | $299K | Sell |
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|
2016
Q4 | $312K | Sell |
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|
2016
Q3 | $355K | Sell |
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|
2016
Q2 | $419K | Buy |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $219K | Buy |
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|
2015
Q1 | $240K | Buy |
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