Shine Investment Advisory Services’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-244
| Closed | -$25K | – | 686 |
|
|
2018
Q3 | $25K | Hold |
244
| – | – | 0.01% | 419 |
|
|
2018
Q2 | $26K | Hold |
244
| – | – | 0.01% | 419 |
|
|
2018
Q1 | $30K | Hold |
244
| – | – | 0.02% | 391 |
|
|
2017
Q4 | $30K | Hold |
244
| – | – | 0.01% | 387 |
|
|
2017
Q3 | $26K | Hold |
244
| – | – | 0.01% | 409 |
|
|
2017
Q2 | $29K | Buy |
+244
| New | +$29K | 0.01% | 376 |
|