VSR Financial Services’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
Q3 | – | Sell |
-6,166
| Closed | -$668K | – | 617 |
|
|
2015
Q2 | $668K | Buy |
+6,166
| New | +$668K | 0.07% | 287 |
|
|
2015
Q1 | – | Sell |
-3,537
| Closed | -$357K | – | 597 |
|
|
2014
Q4 | $357K | Sell |
3,537
-657
| -16% | -$66.3K | 0.04% | 389 |
|
|
2014
Q3 | $415K | Buy |
4,194
+2,109
| +101% | +$209K | 0.05% | 377 |
|
|
2014
Q2 | $222K | Sell |
2,085
-807
| -28% | -$85.9K | 0.03% | 504 |
|
|
2014
Q1 | $281K | Buy |
2,892
+1
| +0% | +$97 | 0.04% | 453 |
|
|
2013
Q4 | $300K | Buy |
2,891
+53
| +2% | +$5.5K | 0.05% | 421 |
|
|
2013
Q3 | $298K | Buy |
2,838
+201
| +8% | +$21.1K | 0.05% | 391 |
|
|
2013
Q2 | $272K | Buy |
+2,637
| New | +$272K | 0.05% | 390 |
|