Heritage Wealth Management (Arizona)’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $227K | Sell |
3,487
-362
| -9% | -$23.6K | 0.13% | 154 |
|
|
2024
Q1 | $287K | Sell |
3,849
-105
| -3% | -$7.83K | 0.15% | 127 |
|
|
2023
Q4 | $252K | Buy |
+3,954
| New | +$252K | 0.14% | 134 |
|
|
2022
Q4 | $493K | Buy |
10,153
+6,370
| +168% | +$310K | 0.07% | 216 |
|
|
2022
Q3 | $162K | Sell |
3,783
-648
| -15% | -$27.7K | 0.05% | 269 |
|
|
2022
Q2 | $350K | Buy |
4,431
+604
| +16% | +$47.7K | 0.12% | 133 |
|
|
2022
Q1 | $471K | Buy |
+3,827
| New | +$471K | 0.13% | 124 |
|
|
2021
Q3 | $268K | Buy |
1,833
+328
| +22% | +$48K | 0.1% | 170 |
|
|
2021
Q2 | $289K | Buy |
1,505
+838
| +126% | +$161K | 0.11% | 157 |
|
|
2021
Q1 | $163K | Buy |
+667
| New | +$163K | 0.09% | 192 |
|