United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,356
| Closed | -$234K | – | 963 |
|
|
2023
Q1 | $234K | Buy |
+3,356
| New | +$234K | ﹤0.01% | 887 |
|
|
2020
Q3 | – | Sell |
-3,789
| Closed | -$510K | – | 1219 |
|
|
2020
Q2 | $510K | Buy |
+3,789
| New | +$510K | ﹤0.01% | 855 |
|
|
2020
Q1 | – | Sell |
-2,603
| Closed | -$276K | – | 1333 |
|
|
2019
Q4 | $276K | Buy |
+2,603
| New | +$276K | ﹤0.01% | 1159 |
|
|
2019
Q3 | – | Sell |
-16,395
| Closed | -$1.62M | – | 1436 |
|
|
2019
Q2 | $1.62M | Buy |
16,395
+145
| +0.9% | +$14.3K | 0.01% | 671 |
|
|
2019
Q1 | $1.28M | Buy |
16,250
+136
| +0.8% | +$10.7K | 0.01% | 703 |
|
|
2018
Q4 | $990K | Buy |
16,114
+1,868
| +13% | +$115K | 0.01% | 721 |
|
|
2018
Q3 | $1.12M | Buy |
14,246
+1,211
| +9% | +$95.4K | 0.01% | 749 |
|
|
2018
Q2 | $1.08M | Buy |
13,035
+4,770
| +58% | +$397K | 0.01% | 747 |
|
|
2018
Q1 | $709K | Sell |
8,265
-150
| -2% | -$12.9K | 0.01% | 863 |
|
|
2017
Q4 | $900K | Sell |
8,415
-100
| -1% | -$10.7K | 0.01% | 812 |
|
|
2017
Q3 | $829K | Buy |
8,515
+811
| +11% | +$79K | 0.01% | 823 |
|
|
2017
Q2 | $689K | Buy |
7,704
+150
| +2% | +$13.4K | 0.01% | 855 |
|
|
2017
Q1 | $706K | Sell |
7,554
-800
| -10% | -$74.8K | 0.01% | 835 |
|
|
2016
Q4 | $798K | Buy |
8,354
+3,511
| +72% | +$335K | 0.01% | 805 |
|
|
2016
Q3 | $403K | Buy |
+4,843
| New | +$403K | ﹤0.01% | 1008 |
|