Perigon Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,844
| Closed | -$201K | – | 1084 |
|
|
2024
Q4 | $201K | Buy |
2,844
+135
| +5% | +$9.56K | ﹤0.01% | 981 |
|
|
2024
Q3 | $235K | Buy |
+2,709
| New | +$235K | 0.01% | 869 |
|
|
2024
Q2 | – | Sell |
-2,825
| Closed | -$211K | – | 908 |
|
|
2024
Q1 | $211K | Buy |
+2,825
| New | +$211K | 0.01% | 794 |
|
|
2021
Q1 | – | Sell |
-765
| Closed | -$152K | – | 932 |
|
|
2020
Q4 | $152K | Buy |
+765
| New | +$152K | 0.02% | 453 |
|
|
2017
Q2 | – | Sell |
-4,000
| Closed | -$374K | – | 623 |
|
|
2017
Q1 | $374K | Hold |
4,000
| – | – | 0.08% | 202 |
|
|
2016
Q4 | $368K | Hold |
4,000
| – | – | 0.08% | 199 |
|
|
2016
Q3 | $333K | Hold |
4,000
| – | – | 0.09% | 173 |
|
|
2016
Q2 | $280K | Buy |
+4,000
| New | +$280K | 0.07% | 177 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$258K | – | 316 |
|
|
2015
Q4 | $258K | Buy |
+4,000
| New | +$258K | 0.07% | 185 |
|