Wellesley Investment Partners’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
Q2 | – | Sell |
-1,837
| Closed | -$214K | – | 121 |
|
|
2019
Q1 | $214K | Buy |
+1,837
| New | +$214K | 0.07% | 118 |
|
|
2018
Q2 | – | Sell |
-1,675
| Closed | -$207K | – | 134 |
|
|
2018
Q1 | $207K | Hold |
1,675
| – | – | 0.07% | 125 |
|
|
2017
Q4 | $208K | Buy |
+1,675
| New | +$208K | 0.08% | 123 |
|
|
2017
Q2 | – | Sell |
-1,675
| Closed | -$219K | – | 122 |
|
|
2017
Q1 | $219K | Hold |
1,675
| – | – | 0.1% | 105 |
|
|
2016
Q4 | $214K | Buy |
+1,675
| New | +$214K | 0.1% | 101 |
|