LVW 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 | – | Sell |
-6,513
| Closed | -$357K | – | 338 |
|
|
2025
Q1 | $357K | Buy |
6,513
+53
| +0.8% | +$2.91K | 0.04% | 214 |
|
|
2024
Q4 | $429K | Sell |
6,460
-474
| -7% | -$31.4K | 0.05% | 205 |
|
|
2024
Q3 | $601K | Buy |
6,934
+711
| +11% | +$61.6K | 0.08% | 167 |
|
|
2024
Q2 | $405K | Buy |
6,223
+474
| +8% | +$30.8K | 0.06% | 194 |
|
|
2024
Q1 | $429K | Sell |
5,749
-16
| -0.3% | -$1.19K | 0.07% | 188 |
|
|
2023
Q4 | $368K | Sell |
5,765
-190
| -3% | -$12.1K | 0.07% | 183 |
|
|
2023
Q3 | $308K | Sell |
5,955
-586
| -9% | -$30.3K | 0.06% | 167 |
|
|
2023
Q2 | $410K | Sell |
6,541
-62
| -0.9% | -$3.89K | 0.08% | 140 |
|
|
2023
Q1 | $460K | Sell |
6,603
-54
| -0.8% | -$3.77K | 0.09% | 147 |
|
|
2022
Q4 | $323K | Sell |
6,657
-537
| -7% | -$26.1K | 0.07% | 173 |
|
|
2022
Q3 | $308K | Buy |
7,194
+358
| +5% | +$15.3K | 0.07% | 170 |
|
|
2022
Q2 | $540K | Buy |
6,836
+269
| +4% | +$21.2K | 0.11% | 123 |
|
|
2022
Q1 | $807K | Buy |
6,567
+156
| +2% | +$19.2K | 0.14% | 103 |
|
|
2021
Q4 | $1.03M | Sell |
6,411
-658
| -9% | -$106K | 0.18% | 92 |
|
|
2021
Q3 | $1.04M | Buy |
7,069
+109
| +2% | +$16K | 0.18% | 87 |
|
|
2021
Q2 | $1.34M | Sell |
6,960
-294
| -4% | -$56.4K | 0.24% | 71 |
|
|
2021
Q1 | $1.78M | Buy |
7,254
+2,214
| +44% | +$542K | 0.34% | 60 |
|
|
2020
Q4 | $1M | Buy |
5,040
+160
| +3% | +$31.9K | 0.2% | 71 |
|
|
2020
Q3 | $746K | Buy |
4,880
+1,755
| +56% | +$268K | 0.16% | 81 |
|
|
2020
Q2 | $420K | Buy |
+3,125
| New | +$420K | 0.1% | 107 |
|