Fernwood Investment Management’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,055
| Closed | -$872K | – | 187 |
|
|
2024
Q3 | $872K | Buy |
10,055
+5,000
| +99% | +$434K | 0.28% | 81 |
|
|
2024
Q2 | $329K | Sell |
5,055
-114
| -2% | -$7.42K | 0.1% | 152 |
|
|
2024
Q1 | $386K | Hold |
5,169
| – | – | 0.11% | 146 |
|
|
2023
Q4 | $330K | Sell |
5,169
-2
| -0% | -$128 | 0.11% | 148 |
|
|
2023
Q3 | $267K | Hold |
5,171
| – | – | 0.1% | 154 |
|
|
2023
Q2 | $324K | Buy |
5,171
+116
| +2% | +$7.27K | 0.11% | 145 |
|
|
2023
Q1 | $353K | Hold |
5,055
| – | – | 0.14% | 142 |
|
|
2022
Q4 | $246K | Hold |
5,055
| – | – | 0.1% | 158 |
|
|
2022
Q3 | $216K | Hold |
5,055
| – | – | 0.09% | 166 |
|
|
2022
Q2 | $399K | Hold |
5,055
| – | – | 0.17% | 127 |
|
|
2022
Q1 | $622K | Hold |
5,055
| – | – | 0.22% | 115 |
|
|
2021
Q4 | $814K | Buy |
+5,055
| New | +$814K | 0.27% | 100 |
|