Patten & Patten’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
Q4 | – | Sell |
-2,145
| Closed | -$225K | – | 248 |
|
|
2017
Q3 | $225K | Hold |
2,145
| – | – | 0.02% | 236 |
|
|
2017
Q2 | $254K | Sell |
2,145
-181
| -8% | -$21.4K | 0.03% | 222 |
|
|
2017
Q1 | $305K | Hold |
2,326
| – | – | 0.04% | 203 |
|
|
2016
Q4 | $298K | Hold |
2,326
| – | – | 0.04% | 189 |
|
|
2016
Q3 | $315K | Sell |
2,326
-19
| -0.8% | -$2.57K | 0.04% | 180 |
|
|
2016
Q2 | $357K | Sell |
2,345
-77
| -3% | -$11.7K | 0.05% | 168 |
|
|
2016
Q1 | $314K | Buy |
+2,422
| New | +$314K | 0.04% | 176 |
|