SHA
Smith Hayes Advisers’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $665K | Hold |
5,119
| – | – | 0.14% | 173 |
|
|
2015
Q4 | $631K | Hold |
5,119
| – | – | 0.13% | 177 |
|
|
2015
Q3 | $584K | Sell |
5,119
-205
| -4% | -$23.4K | 0.13% | 172 |
|
|
2015
Q2 | $577K | Hold |
5,324
| – | – | 0.11% | 184 |
|
|
2015
Q1 | $616K | Hold |
5,324
| – | – | 0.12% | 193 |
|
|
2014
Q4 | $538K | Buy |
5,324
+100
| +2% | +$10.1K | 0.11% | 197 |
|
|
2014
Q3 | $517K | Buy |
5,224
+151
| +3% | +$14.9K | 0.12% | 189 |
|
|
2014
Q2 | $541K | Buy |
5,073
+437
| +9% | +$46.6K | 0.13% | 180 |
|
|
2014
Q1 | $451K | Buy |
4,636
+300
| +7% | +$29.2K | 0.11% | 191 |
|
|
2013
Q4 | $449K | Buy |
4,336
+8
| +0.2% | +$828 | 0.15% | 160 |
|
|
2013
Q3 | $455K | Buy |
4,328
+1
| +0% | +$105 | 0.17% | 144 |
|
|
2013
Q2 | $446K | Buy |
+4,327
| New | +$446K | 0.19% | 137 |
|