US Financial Advisors’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
Q2 | – | Sell |
-7
| Closed | -$1K | – | 346 |
|
|
2016
Q1 | $1K | Sell |
7
-23
| -77% | -$3.29K | ﹤0.01% | 423 |
|
|
2015
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 403 |
|
|
2015
Q3 | $3K | Hold |
30
| – | – | 0.01% | 367 |
|
|
2015
Q2 | $3K | Buy |
30
+7
| +30% | +$700 | ﹤0.01% | 338 |
|
|
2015
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 344 |
|
|
2014
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 325 |
|