Nelson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-32
| Closed | -$3K | – | 328 |
|
|
2018
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 252 |
|
|
2018
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 249 |
|
|
2018
Q2 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 238 |
|
|
2017
Q3 | – | Sell |
-30
| Closed | -$4K | – | 271 |
|
|
2017
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 244 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$10K | – | 314 |
|
|
2014
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 238 |
|
|
2014
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2014
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 202 |
|
|
2013
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 189 |
|
|
2013
Q3 | $11K | Sell |
100
-200
| -67% | -$22K | 0.01% | 173 |
|
|
2013
Q2 | $31K | Buy |
+300
| New | +$31K | 0.02% | 120 |
|