McKinley Carter Wealth Services’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
Q2 | – | Sell |
-468
| Closed | -$58K | – | 344 |
|
|
2018
Q1 | $58K | Buy |
+468
| New | +$58K | 0.02% | 248 |
|
|
2017
Q1 | – | Sell |
-2,054
| Closed | -$263K | – | 122 |
|
|
2016
Q4 | $263K | Sell |
2,054
-11,532
| -85% | -$1.48M | 0.13% | 102 |
|
|
2016
Q3 | $1.84M | Buy |
13,586
+1,744
| +15% | +$236K | 0.95% | 41 |
|
|
2016
Q2 | $1.81M | Buy |
11,842
+4,398
| +59% | +$670K | 0.94% | 40 |
|
|
2016
Q1 | $967K | Buy |
+7,444
| New | +$967K | 0.54% | 49 |
|