BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19
| Closed | -$1.35K | – | 1055 |
|
|
2023
Q1 | $1.35K | Buy |
19
+6
| +46% | +$427 | ﹤0.01% | 875 |
|
|
2022
Q4 | $651 | Sell |
13
-8
| -38% | -$401 | ﹤0.01% | 928 |
|
|
2022
Q3 | $1K | Sell |
21
-3
| -13% | -$143 | ﹤0.01% | 924 |
|
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 851 |
|
|
2022
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 817 |
|
|
2021
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 831 |
|
|
2021
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $5K | Hold |
24
| – | – | ﹤0.01% | 709 |
|
|
2021
Q1 | $6K | Hold |
24
| – | – | ﹤0.01% | 651 |
|
|
2020
Q4 | $5K | Buy |
24
+10
| +71% | +$2.08K | ﹤0.01% | 666 |
|
|
2020
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 728 |
|
|
2020
Q2 | $2K | Sell |
14
-5
| -26% | -$714 | ﹤0.01% | 788 |
|
|
2020
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 754 |
|
|
2019
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 798 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$20K | – | 749 |
|
|
2019
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 428 |
|
|
2019
Q1 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 460 |
|