YorkBridge Wealth Partners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-50
| Closed | -$5K | – | 836 |
|
|
2018
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 688 |
|
|
2018
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 671 |
|
|
2017
Q4 | $6K | Sell |
50
-100
| -67% | -$12K | ﹤0.01% | 689 |
|
|
2017
Q3 | $16K | Buy |
150
+100
| +200% | +$10.7K | 0.01% | 576 |
|
|
2017
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 691 |
|
|
2017
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 676 |
|
|
2016
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 661 |
|