PWAG
Polaris Wealth Advisory Group’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-68
| Closed | -$7K | – | 399 |
|
|
2018
Q3 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 433 |
|
|
2018
Q2 | – | Sell |
-68
| Closed | -$8K | – | 398 |
|
|
2018
Q1 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 375 |
|
|
2014
Q2 | – | Sell |
-2
| Closed | – | – | 127 |
|
|
2014
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 196 |
|
|
2013
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 194 |
|
|
2013
Q3 | $210 | Hold |
2
| – | – | ﹤0.01% | 138 |
|
|
2013
Q2 | $206 | Buy |
+2
| New | +$206 | ﹤0.01% | 147 |
|