Fermata Advisors’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,752
| Closed | -$216K | – | 195 |
|
|
2022
Q1 | $216K | Sell |
1,752
-128
| -7% | -$15.8K | 0.08% | 165 |
|
|
2021
Q4 | $303K | Buy |
1,880
+230
| +14% | +$37.1K | 0.11% | 131 |
|
|
2021
Q3 | $242K | Sell |
1,650
-280
| -15% | -$41.1K | 0.11% | 150 |
|
|
2021
Q2 | $371K | Buy |
+1,930
| New | +$371K | 0.22% | 83 |
|