Sweet Financial Partners’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $477K | Sell |
5,500
-1,000
| -15% | -$86.7K | 0.1% | 129 |
|
|
2024
Q2 | $423K | Sell |
6,500
-7,500
| -54% | -$488K | 0.1% | 131 |
|
|
2024
Q1 | $1.04M | Hold |
14,000
| – | – | 0.24% | 79 |
|
|
2023
Q4 | $893K | Buy |
14,000
+2,500
| +22% | +$159K | 0.21% | 78 |
|
|
2023
Q3 | $594K | Buy |
11,500
+500
| +5% | +$25.8K | 0.16% | 91 |
|
|
2023
Q2 | $690K | Hold |
11,000
| – | – | 0.18% | 82 |
|
|
2023
Q1 | $767K | Buy |
11,000
+1,000
| +10% | +$69.7K | 0.21% | 73 |
|
|
2022
Q4 | $486K | Buy |
+10,000
| New | +$486K | 0.14% | 104 |
|