S.R. Schill & Associates’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$305K | – | 71 |
|
|
2016
Q2 | $305K | Hold |
2,000
| – | – | 0.2% | 53 |
|
|
2016
Q1 | $260K | Hold |
2,000
| – | – | 0.18% | 57 |
|
|
2015
Q4 | $247K | Sell |
2,000
-186
| -9% | -$23K | 0.17% | 61 |
|
|
2015
Q3 | $249K | Buy |
2,186
+187
| +9% | +$21.3K | 0.18% | 62 |
|
|
2015
Q2 | $217K | Buy |
+1,999
| New | +$217K | 0.15% | 66 |
|