WFG Advisors’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
Q2 | $856K | Buy |
7,234
+676
| +10% | +$80K | 0.19% | 122 |
|
|
2017
Q1 | $860K | Sell |
6,558
-344
| -5% | -$45.1K | 0.23% | 104 |
|
|
2016
Q4 | $884K | Buy |
6,902
+38
| +0.6% | +$4.87K | 0.22% | 113 |
|
|
2016
Q3 | $930K | Buy |
6,864
+5
| +0.1% | +$677 | 0.23% | 106 |
|
|
2016
Q2 | $1.05M | Buy |
6,859
+92
| +1% | +$14K | 0.28% | 93 |
|
|
2016
Q1 | $879K | Sell |
6,767
-97
| -1% | -$12.6K | 0.25% | 97 |
|
|
2015
Q4 | $847K | Buy |
6,864
+118
| +2% | +$14.6K | 0.25% | 97 |
|
|
2015
Q3 | $770K | Sell |
6,746
-653
| -9% | -$74.5K | 0.24% | 94 |
|
|
2015
Q2 | $802K | Sell |
7,399
-7
| -0.1% | -$759 | 0.22% | 102 |
|
|
2015
Q1 | $857K | Sell |
7,406
-436
| -6% | -$50.5K | 0.24% | 94 |
|
|
2014
Q4 | $792K | Buy |
7,842
+2,469
| +46% | +$249K | 0.16% | 146 |
|
|
2014
Q3 | $532K | Buy |
5,373
+4,313
| +407% | +$427K | 0.1% | 239 |
|
|
2014
Q2 | $113K | Buy |
1,060
+4
| +0.4% | +$426 | 0.02% | 616 |
|
|
2014
Q1 | $103K | Buy |
1,056
+336
| +47% | +$32.8K | 0.02% | 629 |
|
|
2013
Q4 | $75K | Sell |
720
-1,420
| -66% | -$148K | 0.01% | 858 |
|
|
2013
Q3 | $225K | Buy |
2,140
+54
| +3% | +$5.68K | 0.03% | 452 |
|
|
2013
Q2 | $215K | Buy |
+2,086
| New | +$215K | 0.04% | 440 |
|