Spectrum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $384K | Hold |
2,957
| – | – | 0.15% | 117 |
|
|
2015
Q4 | $365K | Sell |
2,957
-62
| -2% | -$7.65K | 0.15% | 116 |
|
|
2015
Q3 | $344K | Hold |
3,019
| – | – | 0.14% | 114 |
|
|
2015
Q2 | $327K | Sell |
3,019
-700
| -19% | -$75.8K | 0.12% | 125 |
|
|
2015
Q1 | $430K | Sell |
3,719
-400
| -10% | -$46.2K | 0.15% | 119 |
|
|
2014
Q4 | $416K | Hold |
4,119
| – | – | 0.14% | 123 |
|
|
2014
Q3 | $408K | Hold |
4,119
| – | – | 0.15% | 125 |
|
|
2014
Q2 | $439K | Hold |
4,119
| – | – | 0.15% | 126 |
|
|
2014
Q1 | $401K | Sell |
4,119
-700
| -15% | -$68.1K | 0.14% | 131 |
|
|
2013
Q4 | $499K | Hold |
4,819
| – | – | 0.18% | 119 |
|
|
2013
Q3 | $506K | Hold |
4,819
| – | – | 0.2% | 116 |
|
|
2013
Q2 | $497K | Buy |
+4,819
| New | +$497K | 0.2% | 114 |
|