Partnervest Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-125
| Closed | -$13K | – | 673 |
|
|
2014
Q2 | $13K | Sell |
125
-500
| -80% | -$52K | 0.01% | 641 |
|
|
2014
Q1 | $61K | Buy |
625
+500
| +400% | +$48.8K | 0.03% | 300 |
|
|
2013
Q4 | $13K | Hold |
125
| – | – | 0.01% | 582 |
|
|
2013
Q3 | $13K | Sell |
125
-6
| -5% | -$624 | 0.01% | 596 |
|
|
2013
Q2 | $14K | Buy |
+131
| New | +$14K | 0.01% | 526 |
|