Westside Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-29
| Closed | -$2.97K | – | 796 |
|
2018
Q3 | $2.97K | Hold |
29
| – | – | ﹤0.01% | 651 |
|
2018
Q2 | $3.05K | Sell |
29
-25
| -46% | -$2.63K | ﹤0.01% | 737 |
|
2018
Q1 | $6.47K | Hold |
54
| – | – | ﹤0.01% | 623 |
|
2017
Q4 | $6.84K | Buy |
54
+25
| +86% | +$3.17K | ﹤0.01% | 636 |
|
2017
Q3 | $2.98K | Buy |
+29
| New | +$2.98K | ﹤0.01% | 719 |
|