Sunflower Bank 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 |
-1,652
| Closed | -$205K | – | 147 |
|
|
2018
Q1 | $205K | Hold |
1,652
| – | – | 0.06% | 138 |
|
|
2017
Q4 | $205K | Buy |
+1,652
| New | +$205K | 0.06% | 132 |
|
|
2017
Q2 | – | Sell |
-1,652
| Closed | -$217K | – | 99 |
|
|
2017
Q1 | $217K | Hold |
1,652
| – | – | 0.07% | 87 |
|
|
2016
Q4 | $212K | Hold |
1,652
| – | – | 0.08% | 86 |
|
|
2016
Q3 | $224K | Hold |
1,652
| – | – | 0.08% | 87 |
|
|
2016
Q2 | $252K | Hold |
1,652
| – | – | 0.09% | 83 |
|
|
2016
Q1 | $214K | Hold |
1,652
| – | – | 0.08% | 87 |
|
|
2015
Q4 | $204K | Buy |
+1,652
| New | +$204K | 0.07% | 86 |
|