William Harris Investors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $464K | Hold |
3,621
| – | – | 0.13% | 65 |
|
|
2016
Q3 | $491K | Hold |
3,621
| – | – | 0.13% | 60 |
|
|
2016
Q2 | $552K | Hold |
3,621
| – | – | 0.14% | 64 |
|
|
2016
Q1 | $470K | Sell |
3,621
-150
| -4% | -$19.5K | 0.12% | 56 |
|
|
2015
Q4 | $465K | Buy |
3,771
+955
| +34% | +$118K | 0.11% | 58 |
|
|
2015
Q3 | $321K | Buy |
+2,816
| New | +$321K | 0.09% | 68 |
|