Transform Wealth’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,950
| Closed | -$209K | – | 253 |
|
|
2017
Q4 | $209K | Buy |
+1,950
| New | +$209K | 0.04% | 237 |
|
|
2017
Q1 | – | Sell |
-4,350
| Closed | -$416K | – | 229 |
|
|
2016
Q4 | $416K | Buy |
4,350
+450
| +12% | +$43K | 0.17% | 160 |
|
|
2016
Q3 | $325K | Sell |
3,900
-450
| -10% | -$37.5K | 0.14% | 167 |
|
|
2016
Q2 | $304K | Buy |
+4,350
| New | +$304K | 0.13% | 171 |
|