SVB Wealth’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,458
| Closed | -$234K | – | 835 |
|
|
2021
Q4 | $234K | Buy |
+1,458
| New | +$234K | ﹤0.01% | 648 |
|
|
2021
Q2 | – | Sell |
-965
| Closed | -$236K | – | 1022 |
|
|
2021
Q1 | $236K | Buy |
+965
| New | +$236K | ﹤0.01% | 782 |
|
|
2019
Q1 | – | Sell |
-4,817
| Closed | -$296K | – | 413 |
|
|
2018
Q4 | $296K | Sell |
4,817
-2,078
| -30% | -$128K | 0.01% | 347 |
|
|
2018
Q3 | $543K | Buy |
6,895
+133
| +2% | +$10.5K | 0.02% | 325 |
|
|
2018
Q2 | $562K | Sell |
6,762
-417
| -6% | -$34.7K | 0.02% | 318 |
|
|
2018
Q1 | $616K | Buy |
7,179
+711
| +11% | +$61K | 0.02% | 323 |
|
|
2017
Q4 | $692K | Buy |
6,468
+98
| +2% | +$10.5K | 0.03% | 310 |
|
|
2017
Q3 | $620K | Buy |
6,370
+371
| +6% | +$36.1K | 0.02% | 322 |
|
|
2017
Q2 | $537K | Buy |
5,999
+620
| +12% | +$55.5K | 0.02% | 343 |
|
|
2017
Q1 | $502K | Buy |
+5,379
| New | +$502K | 0.02% | 350 |
|