Shelton Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,038
| Closed | -$267K | – | 882 |
|
|
2017
Q1 | $267K | Sell |
2,038
-4,400
| -68% | -$576K | 0.02% | 632 |
|
|
2016
Q4 | $824K | Buy |
6,438
+2,863
| +80% | +$366K | 0.06% | 260 |
|
|
2016
Q3 | $485K | Buy |
3,575
+1,115
| +45% | +$151K | 0.04% | 372 |
|
|
2016
Q2 | $375K | Sell |
2,460
-63
| -2% | -$9.6K | 0.03% | 466 |
|
|
2016
Q1 | $328K | Buy |
+2,523
| New | +$328K | 0.03% | 514 |
|