Wealthfront’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
Q3 | – | Sell |
-2,830
| Closed | -$335K | – | 514 |
|
|
2017
Q2 | $335K | Buy |
2,830
+105
| +4% | +$12.4K | 0.01% | 360 |
|
|
2017
Q1 | $357K | Buy |
2,725
+169
| +7% | +$22.1K | 0.01% | 299 |
|
|
2016
Q4 | $327K | Buy |
2,556
+130
| +5% | +$16.6K | 0.01% | 277 |
|
|
2016
Q3 | $329K | Buy |
2,426
+33
| +1% | +$4.48K | 0.01% | 258 |
|
|
2016
Q2 | $365K | Buy |
2,393
+46
| +2% | +$7.02K | 0.01% | 221 |
|
|
2016
Q1 | $305K | Buy |
+2,347
| New | +$305K | 0.01% | 241 |
|
|
2015
Q4 | – | Sell |
-1,825
| Closed | -$208K | – | 923 |
|
|
2015
Q3 | $208K | Buy |
1,825
+664
| +57% | +$75.7K | 0.01% | 270 |
|
|
2015
Q2 | $126K | Sell |
1,161
-86
| -7% | -$9.33K | 0.01% | 362 |
|
|
2015
Q1 | $144K | Buy |
1,247
+466
| +60% | +$53.8K | 0.01% | 316 |
|
|
2014
Q4 | $79K | Buy |
781
+218
| +39% | +$22.1K | ﹤0.01% | 395 |
|
|
2014
Q3 | $56K | Buy |
563
+115
| +26% | +$11.4K | ﹤0.01% | 391 |
|
|
2014
Q2 | $48K | Buy |
448
+83
| +23% | +$8.89K | ﹤0.01% | 376 |
|
|
2014
Q1 | $35K | Buy |
+365
| New | +$35K | ﹤0.01% | 344 |
|