Brown, Lisle/Cummings’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$9.76K | – | 637 |
|
|
2024
Q2 | $9.76K | Hold |
150
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $11.2K | Sell |
150
-75
| -33% | -$5.59K | ﹤0.01% | 430 |
|
|
2023
Q4 | $14.3K | Sell |
225
-150
| -40% | -$9.56K | 0.01% | 398 |
|
|
2023
Q3 | $19.4K | Sell |
375
-350
| -48% | -$18.1K | 0.01% | 339 |
|
|
2023
Q2 | $45.5K | Hold |
725
| – | – | 0.02% | 279 |
|
|
2023
Q1 | $50.6K | Sell |
725
-100
| -12% | -$6.97K | 0.03% | 271 |
|
|
2022
Q4 | $40.1K | Sell |
825
-125
| -13% | -$6.07K | 0.02% | 274 |
|
|
2022
Q3 | $40.6K | Hold |
950
| – | – | 0.02% | 272 |
|
|
2022
Q2 | $75K | Buy |
950
+250
| +36% | +$19.7K | 0.04% | 219 |
|
|
2022
Q1 | $86.1K | Buy |
700
+350
| +100% | +$43K | 0.04% | 221 |
|
|
2021
Q4 | $56.4K | Buy |
+350
| New | +$56.4K | 0.03% | 260 |
|