Aevitas Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,021
| Closed | -$215K | – | 115 |
|
|
2022
Q3 | $215K | Buy |
5,021
+33
| +0.7% | +$1.41K | 0.16% | 107 |
|
|
2022
Q2 | $394K | Buy |
4,988
+233
| +5% | +$18.4K | 0.27% | 80 |
|
|
2022
Q1 | $585K | Sell |
4,755
-580
| -11% | -$71.4K | 0.36% | 68 |
|
|
2021
Q4 | $859K | Buy |
5,335
+13
| +0.2% | +$2.09K | 0.51% | 57 |
|
|
2021
Q3 | $779K | Buy |
5,322
+13
| +0.2% | +$1.9K | 0.5% | 54 |
|
|
2021
Q2 | $1.02M | Buy |
5,309
+10
| +0.2% | +$1.92K | 0.65% | 44 |
|
|
2021
Q1 | $1.3M | Sell |
5,299
-91
| -2% | -$22.3K | 0.91% | 34 |
|
|
2020
Q4 | $1.07M | Sell |
5,390
-289
| -5% | -$57.5K | 0.79% | 35 |
|
|
2020
Q3 | $868K | Sell |
5,679
-6
| -0.1% | -$917 | 0.71% | 39 |
|
|
2020
Q2 | $765K | Buy |
5,685
+11
| +0.2% | +$1.48K | 0.71% | 37 |
|
|
2020
Q1 | $581K | Buy |
5,674
+13
| +0.2% | +$1.33K | 0.65% | 45 |
|
|
2019
Q4 | $601K | Buy |
5,661
+15
| +0.3% | +$1.59K | 0.56% | 53 |
|
|
2019
Q3 | $575K | Buy |
5,646
+13
| +0.2% | +$1.32K | 0.58% | 52 |
|
|
2019
Q2 | $555K | Sell |
5,633
-785
| -12% | -$77.3K | 0.56% | 56 |
|
|
2019
Q1 | $504K | Buy |
+6,418
| New | +$504K | 0.45% | 63 |
|