WealthTrust Fairport’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $126K | Hold |
1,082
| – | – | 0.01% | 182 |
|
|
2018
Q4 | $101K | Hold |
1,082
| – | – | 0.01% | 185 |
|
|
2018
Q3 | $111K | Hold |
1,082
| – | – | 0.01% | 192 |
|
|
2018
Q2 | $116K | Sell |
1,082
-75
| -6% | -$8.04K | 0.01% | 191 |
|
|
2018
Q1 | $143K | Buy |
+1,157
| New | +$143K | 0.01% | 170 |
|
|
2015
Q1 | – | Sell |
-1,214
| Closed | -$123K | – | 340 |
|
|
2014
Q4 | $123K | Buy |
1,214
+80
| +7% | +$8.11K | 0.02% | 133 |
|
|
2014
Q3 | $112K | Hold |
1,134
| – | – | 0.02% | 124 |
|
|
2014
Q2 | $121K | Hold |
1,134
| – | – | 0.02% | 128 |
|
|
2014
Q1 | $110K | Hold |
1,134
| – | – | 0.02% | 124 |
|
|
2013
Q4 | $118K | Hold |
1,134
| – | – | 0.02% | 116 |
|
|
2013
Q3 | $119K | Hold |
1,134
| – | – | 0.02% | 133 |
|
|
2013
Q2 | $117K | Buy |
+1,134
| New | +$117K | 0.02% | 132 |
|