Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.45M | Buy |
21,784
+126
| +0.6% | +$8.36K | 0.2% | 110 |
|
|
2024
Q3 | $1.88M | Buy |
21,658
+296
| +1% | +$25.7K | 0.26% | 100 |
|
|
2024
Q2 | $1.39M | Buy |
21,362
+25
| +0.1% | +$1.63K | 0.2% | 114 |
|
|
2024
Q1 | $1.59M | Buy |
21,337
+240
| +1% | +$17.9K | 0.24% | 111 |
|
|
2023
Q4 | $1.34M | Buy |
21,097
+596
| +3% | +$38K | 0.22% | 112 |
|
|
2023
Q3 | $1.06M | Buy |
20,501
+5,357
| +35% | +$277K | 0.2% | 121 |
|
|
2023
Q2 | $949K | Buy |
15,144
+128
| +0.9% | +$8.02K | 0.17% | 128 |
|
|
2023
Q1 | $1.05M | Sell |
15,016
-7,538
| -33% | -$526K | 0.21% | 127 |
|
|
2022
Q4 | $1.1M | Buy |
+22,554
| New | +$1.1M | 0.23% | 110 |
|
|
2022
Q1 | – | Sell |
-23,172
| Closed | -$3.73M | – | 216 |
|
|
2021
Q4 | $3.73M | Sell |
23,172
-7,913
| -25% | -$1.27M | 0.63% | 62 |
|
|
2021
Q3 | $4.55M | Buy |
31,085
+11,954
| +62% | +$1.75M | 0.83% | 43 |
|
|
2021
Q2 | $3.67M | Sell |
19,131
-353
| -2% | -$67.8K | 0.65% | 57 |
|
|
2021
Q1 | $4.77M | Buy |
19,484
+367
| +2% | +$89.9K | 0.93% | 28 |
|
|
2020
Q4 | $3.81M | Buy |
19,117
+372
| +2% | +$74.1K | 0.77% | 34 |
|
|
2020
Q3 | $2.87M | Buy |
18,745
+163
| +0.9% | +$24.9K | 0.8% | 38 |
|
|
2020
Q2 | $2.5M | Sell |
18,582
-5,210
| -22% | -$701K | 0.83% | 38 |
|
|
2020
Q1 | $2.44M | Sell |
23,792
-7,730
| -25% | -$791K | 1.11% | 28 |
|
|
2019
Q4 | $3.35M | Buy |
31,522
+108
| +0.3% | +$11.5K | 0.86% | 52 |
|
|
2019
Q3 | $3.2M | Buy |
31,414
+441
| +1% | +$44.9K | 0.88% | 44 |
|
|
2019
Q2 | $3.05M | Buy |
+30,973
| New | +$3.05M | 0.85% | 47 |
|