WP
WealthSource Partners’s ScottsMiracle-Gro SMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,938
| Closed | -$238K | – | 592 |
|
|
2022
Q1 | $238K | Sell |
1,938
-9
| -0.5% | -$1.11K | 0.02% | 505 |
|
|
2021
Q4 | $314K | Sell |
1,947
-15
| -0.8% | -$2.42K | 0.03% | 422 |
|
|
2021
Q3 | $287K | Sell |
1,962
-40
| -2% | -$5.85K | 0.03% | 408 |
|
|
2021
Q2 | $384K | Sell |
2,002
-55
| -3% | -$10.5K | 0.03% | 317 |
|
|
2021
Q1 | $504K | Hold |
2,057
| – | – | 0.05% | 240 |
|
|
2020
Q4 | $410K | Hold |
2,057
| – | – | 0.05% | 238 |
|
|
2020
Q3 | $315K | Buy |
2,057
+55
| +3% | +$8.42K | 0.04% | 256 |
|
|
2020
Q2 | $269K | Buy |
+2,002
| New | +$269K | 0.04% | 264 |
|
|
2018
Q1 | – | Sell |
-4,211
| Closed | -$451K | – | 332 |
|
|
2017
Q4 | $451K | Sell |
4,211
-10
| -0.2% | -$1.07K | 0.14% | 146 |
|
|
2017
Q3 | $411K | Buy |
4,221
+1,310
| +45% | +$128K | 0.14% | 161 |
|
|
2017
Q2 | $260K | Sell |
2,911
-4,010
| -58% | -$358K | 0.09% | 222 |
|
|
2017
Q1 | $646K | Sell |
6,921
-410
| -6% | -$38.3K | 0.24% | 102 |
|
|
2016
Q4 | $700K | Sell |
7,331
-223
| -3% | -$21.3K | 0.29% | 73 |
|
|
2016
Q3 | $629K | Sell |
7,554
-85
| -1% | -$7.08K | 0.23% | 99 |
|
|
2016
Q2 | $534K | Buy |
7,639
+118
| +2% | +$8.25K | 0.2% | 107 |
|
|
2016
Q1 | $547K | Buy |
+7,521
| New | +$547K | 0.22% | 88 |
|