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Engrave Wealth Partners’s ScottsMiracle-Gro SMG Stock Holding History

Engrave Wealth Partners’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-200
Closed -$26K – 370
2020
Q2 		$26K Hold
200
– – 0.02% 159
2020
Q1 		$20K Hold
200
– – 0.02% 154
2019
Q4 		$21K Buy
+200
New +$20.5K 0.02% 216

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Engrave Wealth Partners's SMG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of ScottsMiracle-Gro (SMG) in Q3 2020, closing a stake of 200 shares — an estimated $26K sold.

Engrave Wealth Partners first reported a position in SMG in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q2 2020. 472 funds tracked by Wall St. Rank hold SMG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining ScottsMiracle-Gro position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 200 ScottsMiracle-Gro shares in Q3 2020, an estimated $26K.
  • Engrave Wealth Partners first reported a position in ScottsMiracle-Gro in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's ScottsMiracle-Gro position peaked at $26K in Q2 2020.
  • 472 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.