Orrstown Financial 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-27
| Closed | -$3K | – | 232 |
|
2019
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 211 |
|
2018
Q4 | $3K | Sell |
27
-5,679
| -100% | -$631K | ﹤0.01% | 200 |
|
2018
Q3 | $585K | Buy |
5,706
+237
| +4% | +$24.3K | 0.77% | 60 |
|
2018
Q2 | $588K | Sell |
5,469
-630
| -10% | -$67.7K | 0.73% | 62 |
|
2018
Q1 | $756K | Buy |
6,099
+241
| +4% | +$29.9K | 0.89% | 58 |
|
2017
Q4 | $728K | Buy |
5,858
+105
| +2% | +$13K | 0.84% | 59 |
|
2017
Q3 | $604K | Sell |
5,753
-110
| -2% | -$11.5K | 0.67% | 64 |
|
2017
Q2 | $694K | Buy |
+5,863
| New | +$694K | 0.76% | 64 |
|
2014
Q4 | – | Sell |
-23
| Closed | -$2K | – | 196 |
|
2014
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 183 |
|
2014
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 183 |
|
2014
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 185 |
|
2013
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 192 |
|
2013
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 193 |
|
2013
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 180 |
|