Taylor Wealth Management Partners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-775
| Closed | -$102K | – | 163 |
|
|
2017
Q1 | $102K | Hold |
775
| – | – | 0.05% | 80 |
|
|
2016
Q4 | $99K | Hold |
775
| – | – | 0.05% | 76 |
|
|
2016
Q3 | $105K | Hold |
775
| – | – | 0.05% | 70 |
|
|
2016
Q2 | $118K | Hold |
775
| – | – | 0.05% | 62 |
|
|
2016
Q1 | $101K | Buy |
775
+600
| +343% | +$78.2K | 0.05% | 59 |
|
|
2015
Q4 | $22K | Hold |
175
| – | – | 0.01% | 94 |
|
|
2015
Q3 | $20K | Sell |
175
-175
| -50% | -$20K | 0.01% | 98 |
|
|
2015
Q2 | $38K | Buy |
+350
| New | +$38K | 0.01% | 104 |
|