Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-105
| Closed | -$5.77K | – | 1319 |
|
|
2025
Q1 | $5.77K | Buy |
+105
| New | +$5.77K | ﹤0.01% | 973 |
|
|
2023
Q2 | – | Sell |
-400
| Closed | -$27.9K | – | 1180 |
|
|
2023
Q1 | $27.9K | Hold |
400
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $19.4K | Hold |
400
| – | – | ﹤0.01% | 726 |
|
|
2022
Q3 | $17.1K | Sell |
400
-162
| -29% | -$6.93K | ﹤0.01% | 727 |
|
|
2022
Q2 | $44.4K | Buy |
562
+62
| +12% | +$4.9K | ﹤0.01% | 588 |
|
|
2022
Q1 | $61.5K | Buy |
+500
| New | +$61.5K | ﹤0.01% | 553 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$58.5K | – | 802 |
|
|
2021
Q3 | $58.5K | Hold |
400
| – | – | ﹤0.01% | 486 |
|
|
2021
Q2 | $76.8K | Hold |
400
| – | – | ﹤0.01% | 446 |
|
|
2021
Q1 | $98K | Hold |
400
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $79.7K | Hold |
400
| – | – | ﹤0.01% | 455 |
|
|
2020
Q3 | $61.2K | Hold |
400
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $53.8K | Hold |
400
| – | – | ﹤0.01% | 485 |
|
|
2020
Q1 | $41K | Hold |
400
| – | – | ﹤0.01% | 498 |
|
|
2019
Q4 | $42.5K | Hold |
400
| – | – | ﹤0.01% | 560 |
|
|
2019
Q3 | $40.7K | Sell |
400
-100
| -20% | -$10.2K | ﹤0.01% | 566 |
|
|
2019
Q2 | $49.3K | Sell |
500
-500
| -50% | -$49.3K | ﹤0.01% | 432 |
|
|
2019
Q1 | $78.6K | Hold |
1,000
| – | – | ﹤0.01% | 349 |
|
|
2018
Q4 | $61.5K | Hold |
1,000
| – | – | ﹤0.01% | 377 |
|
|
2018
Q3 | $78.7K | Hold |
1,000
| – | – | ﹤0.01% | 357 |
|
|
2018
Q2 | $83.2K | Hold |
1,000
| – | – | ﹤0.01% | 344 |
|
|
2018
Q1 | $85.8K | Buy |
+1,000
| New | +$85.8K | ﹤0.01% | 346 |
|