Trutina Financial’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-2,057
| Closed | -$208K | – | 69 |
|
2014
Q4 | $208K | Hold |
2,057
| – | – | 0.17% | 56 |
|
2014
Q3 | $204K | Buy |
2,057
+100
| +5% | +$9.92K | 0.15% | 60 |
|
2014
Q2 | $209K | Hold |
1,957
| – | – | 0.15% | 63 |
|
2014
Q1 | $190K | Hold |
1,957
| – | – | 0.14% | 68 |
|
2013
Q4 | $203K | Hold |
1,957
| – | – | 0.17% | 68 |
|
2013
Q3 | $206K | Hold |
1,957
| – | – | 0.2% | 58 |
|
2013
Q2 | $202K | Buy |
+1,957
| New | +$202K | 0.16% | 71 |
|