Stockman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-27,315
| Closed | -$3.39M | – | 157 |
|
|
2018
Q1 | $3.39M | Sell |
27,315
-1,159
| -4% | -$144K | 1.55% | 25 |
|
|
2017
Q4 | $3.54M | Sell |
28,474
-4,714
| -14% | -$586K | 1.59% | 23 |
|
|
2017
Q3 | $3.48M | Buy |
33,188
+24,163
| +268% | +$2.54M | 1.67% | 23 |
|
|
2017
Q2 | $1.07M | Sell |
9,025
-13,017
| -59% | -$1.54M | 1.07% | 38 |
|
|
2017
Q1 | $2.89M | Buy |
22,042
+1,454
| +7% | +$191K | 1.64% | 23 |
|
|
2016
Q4 | $2.64M | Buy |
+20,588
| New | +$2.64M | 1.6% | 22 |
|