Nancy E. Dempze’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 |
-2,455
| Closed | -$253K | – | 72 |
|
|
2018
Q3 | $253K | Sell |
2,455
-150
| -6% | -$15.5K | 0.28% | 68 |
|
|
2018
Q2 | $280K | Hold |
2,605
| – | – | 0.34% | 64 |
|
|
2018
Q1 | $323K | Buy |
2,605
+7
| +0.3% | +$868 | 0.4% | 60 |
|
|
2017
Q4 | $323K | Sell |
2,598
-6,990
| -73% | -$869K | 0.39% | 61 |
|
|
2017
Q3 | $1.01M | Buy |
9,588
+1,563
| +19% | +$164K | 1.42% | 26 |
|
|
2017
Q2 | $951K | Buy |
8,025
+2,994
| +60% | +$355K | 1.36% | 27 |
|
|
2017
Q1 | $659K | Buy |
+5,031
| New | +$659K | 1.01% | 36 |
|