Beacon Investment Advisory Services’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,400
| Closed | -$281K | – | 276 |
|
|
2023
Q4 | $281K | Hold |
4,400
| – | – | 0.01% | 230 |
|
|
2023
Q3 | $227K | Hold |
4,400
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $276K | Hold |
4,400
| – | – | 0.01% | 243 |
|
|
2023
Q1 | $307K | Hold |
4,400
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $214K | Buy |
+4,400
| New | +$214K | 0.01% | 262 |
|
|
2022
Q3 | – | Sell |
-4,400
| Closed | -$348K | – | 288 |
|
|
2022
Q2 | $348K | Hold |
4,400
| – | – | 0.02% | 225 |
|
|
2022
Q1 | $541K | Hold |
4,400
| – | – | 0.02% | 200 |
|
|
2021
Q4 | $708K | Hold |
4,400
| – | – | 0.03% | 191 |
|
|
2021
Q3 | $644K | Hold |
4,400
| – | – | 0.03% | 190 |
|
|
2021
Q2 | $844K | Sell |
4,400
-200
| -4% | -$38.4K | 0.03% | 178 |
|
|
2021
Q1 | $1.13M | Hold |
4,600
| – | – | 0.05% | 157 |
|
|
2020
Q4 | $916K | Hold |
4,600
| – | – | 0.04% | 154 |
|
|
2020
Q3 | $703K | Hold |
4,600
| – | – | 0.04% | 156 |
|
|
2020
Q2 | $619K | Hold |
4,600
| – | – | 0.04% | 158 |
|
|
2020
Q1 | $471K | Hold |
4,600
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $488K | Hold |
4,600
| – | – | 0.03% | 176 |
|
|
2019
Q3 | $468K | Hold |
4,600
| – | – | 0.05% | 162 |
|
|
2019
Q2 | $453K | Hold |
4,600
| – | – | 0.05% | 150 |
|
|
2019
Q1 | $361K | Hold |
4,600
| – | – | 0.04% | 177 |
|
|
2018
Q4 | $283K | Sell |
4,600
-300
| -6% | -$18.5K | 0.03% | 212 |
|
|
2018
Q3 | $386K | Hold |
4,900
| – | – | 0.04% | 188 |
|
|
2018
Q2 | $407K | Hold |
4,900
| – | – | 0.04% | 177 |
|
|
2018
Q1 | $420K | Hold |
4,900
| – | – | 0.04% | 171 |
|
|
2017
Q4 | $524K | Hold |
4,900
| – | – | 0.06% | 143 |
|
|
2017
Q3 | $477K | Buy |
+4,900
| New | +$477K | 0.04% | 182 |
|