Pinnacle Summer Investments’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $26K | Sell |
206
-1,062
| -84% | -$134K | ﹤0.01% | 429 |
|
|
2015
Q3 | $145K | Sell |
1,268
-1,899
| -60% | -$217K | 0.02% | 333 |
|
|
2015
Q2 | $343K | Buy |
3,167
+1,001
| +46% | +$108K | 0.07% | 145 |
|
|
2015
Q1 | $250K | Buy |
2,166
+2,001
| +1,213% | +$231K | 0.03% | 277 |
|
|
2014
Q4 | $17K | Buy |
165
+14
| +9% | +$1.44K | ﹤0.01% | 703 |
|
|
2014
Q3 | $15K | Buy |
151
+1
| +0.7% | +$99 | ﹤0.01% | 753 |
|
|
2014
Q2 | $16K | Buy |
150
+1
| +0.7% | +$107 | ﹤0.01% | 691 |
|
|
2014
Q1 | $14K | Hold |
149
| – | – | ﹤0.01% | 658 |
|
|
2013
Q4 | $15K | Buy |
149
+18
| +14% | +$1.81K | ﹤0.01% | 659 |
|
|
2013
Q3 | $14K | Hold |
131
| – | – | ﹤0.01% | 616 |
|
|
2013
Q2 | $14K | Buy |
+131
| New | +$14K | ﹤0.01% | 562 |
|