OneDigital Investment Advisors’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 |
-2,540
| Closed | -$220K | – | 1504 |
|
|
2024
Q3 | $220K | Buy |
+2,540
| New | +$220K | ﹤0.01% | 1317 |
|
|
2022
Q1 | – | Sell |
-1,501
| Closed | -$242K | – | 814 |
|
|
2021
Q4 | $242K | Buy |
+1,501
| New | +$242K | 0.01% | 648 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$8K | – | 1267 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 878 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1095 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1057 |
|
|
2017
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 954 |
|
|
2017
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 809 |
|