New York Life Trust’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-261
| Closed | -$33K | – | 239 |
|
|
2016
Q4 | $33K | Sell |
261
-370
| -59% | -$46.8K | 0.16% | 160 |
|
|
2016
Q3 | $86K | Sell |
631
-111
| -15% | -$15.1K | 0.42% | 92 |
|
|
2016
Q2 | $113K | Sell |
742
-167
| -18% | -$25.4K | 0.55% | 43 |
|
|
2016
Q1 | $118K | Buy |
+909
| New | +$118K | 0.51% | 54 |
|