Winthrop Partners - WNY’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
Q3 | – | Sell |
-34
| Closed | -$3.92K | – | 299 |
|
|
2019
Q2 | $3.92K | Hold |
34
| – | – | ﹤0.01% | 213 |
|
|
2019
Q1 | $3.93K | Hold |
34
| – | – | ﹤0.01% | 217 |
|
|
2018
Q4 | $3.18K | Hold |
34
| – | – | ﹤0.01% | 233 |
|
|
2018
Q3 | $3.49K | Sell |
34
-40
| -54% | -$4.1K | ﹤0.01% | 272 |
|
|
2018
Q2 | $7.95K | Sell |
74
-8
| -10% | -$860 | 0.01% | 267 |
|
|
2018
Q1 | $10.3K | Buy |
+82
| New | +$10.3K | 0.01% | 330 |
|