Phocas Financial Corp’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
Q3 | – | Sell |
-440
| Closed | -$51K | – | 289 |
|
|
2019
Q2 | $51K | Buy |
+440
| New | +$51K | 0.01% | 253 |
|
|
2015
Q2 | – | Sell |
-2,892
| Closed | -$335K | – | 259 |
|
|
2015
Q1 | $335K | Hold |
2,892
| – | – | 0.03% | 225 |
|
|
2014
Q4 | $292K | Hold |
2,892
| – | – | 0.03% | 232 |
|
|
2014
Q3 | $286K | Buy |
+2,892
| New | +$286K | 0.03% | 230 |
|
|
2014
Q2 | – | Sell |
-2,892
| Closed | -$281K | – | 214 |
|
|
2014
Q1 | $281K | Buy |
+2,892
| New | +$281K | 0.03% | 215 |
|