Sequoia Financial 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 |
-6,994
| Closed | -$860K | – | 669 |
|
|
2022
Q1 | $860K | Buy |
6,994
+2,375
| +51% | +$292K | 0.02% | 272 |
|
|
2021
Q4 | $744K | Buy |
4,619
+1,326
| +40% | +$214K | 0.02% | 267 |
|
|
2021
Q3 | $482K | Sell |
3,293
-39
| -1% | -$5.71K | 0.05% | 157 |
|
|
2021
Q2 | $640K | Hold |
3,332
| – | – | 0.02% | 245 |
|
|
2021
Q1 | $816K | Hold |
3,332
| – | – | 0.03% | 206 |
|
|
2020
Q4 | $663K | Buy |
3,332
+1
| +0% | +$199 | 0.03% | 217 |
|
|
2020
Q3 | $509K | Hold |
3,331
| – | – | 0.03% | 225 |
|
|
2020
Q2 | $448K | Buy |
3,331
+1
| +0% | +$134 | 0.03% | 230 |
|
|
2020
Q1 | $341K | Buy |
3,330
+1,003
| +43% | +$103K | 0.03% | 246 |
|
|
2019
Q4 | $247K | Buy |
2,327
+1
| +0% | +$106 | 0.02% | 327 |
|
|
2019
Q3 | $237K | Buy |
2,326
+183
| +9% | +$18.6K | 0.02% | 317 |
|
|
2019
Q2 | $211K | Buy |
+2,143
| New | +$211K | 0.02% | 343 |
|