Independent Advisor Alliance’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 |
-11,305
| Closed | -$980K | – | 1372 |
|
2024
Q3 | $980K | Buy |
+11,305
| New | +$980K | 0.04% | 335 |
|
2020
Q1 | – | Sell |
-8,336
| Closed | -$885K | – | 778 |
|
2019
Q4 | $885K | Buy |
8,336
+207
| +3% | +$22K | 0.04% | 396 |
|
2019
Q3 | $828K | Buy |
+8,129
| New | +$828K | 0.1% | 180 |
|
2017
Q2 | – | Sell |
-3,509
| Closed | -$323K | – | 380 |
|
2017
Q1 | $323K | Buy |
+3,509
| New | +$323K | 0.05% | 285 |
|