J.W. Cole 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 |
-2,865
| Closed | -$352K | – | 800 |
|
|
2022
Q1 | $352K | Sell |
2,865
-641
| -18% | -$78.8K | 0.02% | 568 |
|
|
2021
Q4 | $564K | Buy |
3,506
+1,997
| +132% | +$321K | 0.04% | 422 |
|
|
2021
Q3 | $221K | Buy |
1,509
+12
| +0.8% | +$1.76K | 0.02% | 419 |
|
|
2021
Q2 | $287K | Buy |
1,497
+19
| +1% | +$3.64K | 0.02% | 592 |
|
|
2021
Q1 | $362K | Buy |
1,478
+118
| +9% | +$28.9K | 0.03% | 465 |
|
|
2020
Q4 | $271K | Sell |
1,360
-668
| -33% | -$133K | 0.03% | 505 |
|
|
2020
Q3 | $310K | Buy |
+2,028
| New | +$310K | 0.02% | 533 |
|