Windsor Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,053
| Closed | -$617K | – | 122 |
|
|
2016
Q2 | $617K | Buy |
4,053
+48
| +1% | +$7.31K | 0.36% | 64 |
|
|
2016
Q1 | $520K | Buy |
4,005
+151
| +4% | +$19.6K | 0.32% | 68 |
|
|
2015
Q4 | $475K | Buy |
3,854
+66
| +2% | +$8.13K | 0.3% | 68 |
|
|
2015
Q3 | $432K | Buy |
3,788
+352
| +10% | +$40.1K | 0.25% | 71 |
|
|
2015
Q2 | $372K | Buy |
+3,436
| New | +$372K | 0.22% | 79 |
|