JFS Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.7K | Buy |
723
+11
| +2% | +$726 | ﹤0.01% | 470 |
|
|
2025
Q1 | $39.1K | Sell |
712
-11
| -2% | -$604 | ﹤0.01% | 522 |
|
|
2024
Q4 | $48K | Hold |
723
| – | – | ﹤0.01% | 467 |
|
|
2024
Q3 | $62.7K | Buy |
723
+7
| +1% | +$607 | ﹤0.01% | 429 |
|
|
2024
Q2 | $46.6K | Buy |
716
+15
| +2% | +$976 | ﹤0.01% | 429 |
|
|
2024
Q1 | $52.3K | Buy |
701
+1
| +0.1% | +$75 | ﹤0.01% | 419 |
|
|
2023
Q4 | $44.6K | Sell |
700
-16
| -2% | -$1.02K | ﹤0.01% | 423 |
|
|
2023
Q3 | $37K | Sell |
716
-13
| -2% | -$672 | ﹤0.01% | 412 |
|
|
2023
Q2 | $45.7K | Sell |
729
-13
| -2% | -$815 | ﹤0.01% | 383 |
|
|
2023
Q1 | $51.8K | Buy |
742
+17
| +2% | +$1.19K | ﹤0.01% | 372 |
|
|
2022
Q4 | $35.2K | Buy |
725
+144
| +25% | +$7K | ﹤0.01% | 415 |
|
|
2022
Q3 | $25K | Sell |
581
-40
| -6% | -$1.72K | ﹤0.01% | 522 |
|
|
2022
Q2 | $49K | Sell |
621
-569
| -48% | -$44.9K | 0.01% | 400 |
|
|
2022
Q1 | $146K | Buy |
1,190
+8
| +0.7% | +$982 | 0.01% | 257 |
|
|
2021
Q4 | $190K | Buy |
1,182
+382
| +48% | +$61.4K | 0.02% | 229 |
|
|
2021
Q3 | $117K | Buy |
800
+600
| +300% | +$87.8K | 0.01% | 284 |
|
|
2021
Q2 | $38K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2021
Q1 | $49K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $40K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $31K | Hold |
200
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $27K | Hold |
200
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $20K | Hold |
200
| – | – | 0.01% | 277 |
|
|
2019
Q4 | $21K | Sell |
200
-126
| -39% | -$13.2K | 0.01% | 302 |
|
|
2019
Q3 | $33K | Hold |
326
| – | – | 0.01% | 266 |
|
|
2019
Q2 | $32K | Hold |
326
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $26K | Hold |
326
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $20K | Hold |
326
| – | – | 0.01% | 287 |
|
|
2018
Q3 | $26K | Hold |
326
| – | – | 0.01% | 296 |
|
|
2018
Q2 | $27K | Hold |
326
| – | – | 0.01% | 286 |
|
|
2018
Q1 | $28K | Hold |
326
| – | – | 0.01% | 289 |
|
|
2017
Q4 | $35K | Hold |
326
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $32K | Hold |
326
| – | – | 0.01% | 280 |
|
|
2017
Q2 | $29K | Hold |
326
| – | – | 0.01% | 264 |
|
|
2017
Q1 | $31K | Hold |
326
| – | – | 0.01% | 264 |
|
|
2016
Q4 | $31K | Hold |
326
| – | – | 0.01% | 264 |
|
|
2016
Q3 | $27K | Hold |
326
| – | – | 0.01% | 290 |
|
|
2016
Q2 | $23K | Hold |
326
| – | – | 0.01% | 311 |
|
|
2016
Q1 | $24K | Hold |
326
| – | – | 0.01% | 307 |
|
|
2015
Q4 | $21K | Hold |
326
| – | – | 0.01% | 322 |
|
|
2015
Q3 | $20K | Hold |
326
| – | – | 0.01% | 275 |
|
|
2015
Q2 | $19K | Hold |
326
| – | – | 0.01% | 285 |
|
|
2015
Q1 | $22K | Hold |
326
| – | – | 0.01% | 270 |
|
|
2014
Q4 | $20K | Hold |
326
| – | – | ﹤0.01% | 288 |
|
|
2014
Q3 | $18K | Hold |
326
| – | – | ﹤0.01% | 276 |
|
|
2014
Q2 | $19K | Buy |
+326
| New | +$19K | ﹤0.01% | 264 |
|