Welch & Forbes’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,650
| Closed | -$241K | – | 380 |
|
|
2022
Q3 | $241K | Sell |
5,650
-5,967
| -51% | -$255K | ﹤0.01% | 345 |
|
|
2022
Q2 | $918K | Buy |
11,617
+670
| +6% | +$52.9K | 0.02% | 237 |
|
|
2022
Q1 | $1.35M | Buy |
10,947
+4,664
| +74% | +$574K | 0.02% | 206 |
|
|
2021
Q4 | $1.01M | Sell |
6,283
-466
| -7% | -$75.1K | 0.02% | 233 |
|
|
2021
Q3 | $989K | Buy |
6,749
+3,970
| +143% | +$582K | 0.02% | 226 |
|
|
2021
Q2 | $533K | Buy |
2,779
+725
| +35% | +$139K | 0.01% | 286 |
|
|
2021
Q1 | $503K | Buy |
2,054
+20
| +1% | +$4.9K | 0.01% | 278 |
|
|
2020
Q4 | $405K | Buy |
2,034
+540
| +36% | +$108K | 0.01% | 299 |
|
|
2020
Q3 | $228K | Buy |
+1,494
| New | +$228K | ﹤0.01% | 329 |
|