Beacon Investment Advisory Services’s ScottsMiracle-Gro SMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.4K	Sell	1,400 -68	-5%	-$4.21K	﹤0.01%	346
2026 Q1	$89.3K	Buy	+1,468	New	+$94.9K	﹤0.01%	348
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	+$220K	0.01%	262
2022 Q3	–	Sell	-4,400	Closed	-$348K	–	288
2022 Q2	$348K	Hold	4,400	–	–	0.02%	227
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%	-$44.1K	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%	-$21.3K	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	+$464K	0.04%	184