YHB Investment 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
Q3 | – | Sell |
-1,837
| Closed | -$217K | – | 182 |
|
|
2017
Q2 | $217K | Hold |
1,837
| – | – | 0.04% | 174 |
|
|
2017
Q1 | $233K | Hold |
1,837
| – | – | 0.04% | 164 |
|
|
2016
Q4 | $235K | Hold |
1,837
| – | – | 0.05% | 161 |
|
|
2016
Q3 | $249K | Hold |
1,837
| – | – | 0.06% | 153 |
|
|
2016
Q2 | $280K | Buy |
+1,837
| New | +$280K | 0.06% | 143 |
|
|
2016
Q1 | – | Sell |
-2,039
| Closed | -$251K | – | 162 |
|
|
2015
Q4 | $251K | Hold |
2,039
| – | – | 0.06% | 146 |
|
|
2015
Q3 | $233K | Sell |
2,039
-10
| -0.5% | -$1.14K | 0.06% | 147 |
|
|
2015
Q2 | $222K | Hold |
2,049
| – | – | 0.05% | 160 |
|
|
2015
Q1 | $237K | Hold |
2,049
| – | – | 0.05% | 154 |
|
|
2014
Q4 | $207K | Buy |
+2,049
| New | +$207K | 0.05% | 156 |
|