Everpar Advisors’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,892
| Closed | -$269K | – | 274 |
|
|
2025
Q1 | $269K | Sell |
4,892
-967
| -17% | -$53.1K | 0.14% | 202 |
|
|
2024
Q4 | $389K | Sell |
5,859
-50
| -0.8% | -$3.32K | 0.2% | 142 |
|
|
2024
Q3 | $512K | Sell |
5,909
-873
| -13% | -$75.7K | 0.27% | 112 |
|
|
2024
Q2 | $441K | Buy |
6,782
+463
| +7% | +$30.1K | 0.22% | 141 |
|
|
2024
Q1 | $471K | Sell |
6,319
-3,831
| -38% | -$286K | 0.29% | 115 |
|
|
2023
Q4 | $647K | Buy |
+10,150
| New | +$647K | 0.3% | 120 |
|