Regal Investment Advisors’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 | – | Sell |
-135
| Closed | -$15K | – | 778 |
|
|
2015
Q3 | $15K | Buy |
135
+85
| +170% | +$9.44K | ﹤0.01% | 619 |
|
|
2015
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 751 |
|
|
2015
Q1 | $6K | Sell |
50
-145
| -74% | -$17.4K | ﹤0.01% | 787 |
|
|
2014
Q4 | $20K | Buy |
195
+20
| +11% | +$2.05K | 0.01% | 532 |
|
|
2014
Q3 | $17K | Hold |
175
| – | – | 0.01% | 590 |
|
|
2014
Q2 | $19K | Hold |
175
| – | – | 0.01% | 560 |
|
|
2014
Q1 | $17K | Buy |
175
+10
| +6% | +$971 | 0.01% | 550 |
|
|
2013
Q4 | $17K | Sell |
165
-198
| -55% | -$20.4K | 0.01% | 495 |
|
|
2013
Q3 | $38K | Buy |
363
+80
| +28% | +$8.38K | 0.02% | 342 |
|
|
2013
Q2 | $29K | Buy |
+283
| New | +$29K | 0.02% | 379 |
|