WP Advisors’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-9,969
| Closed | -$787K | – | 106 |
|
2022
Q2 | $787K | Buy |
9,969
+2,700
| +37% | +$213K | 0.34% | 55 |
|
2022
Q1 | $894K | Buy |
7,269
+153
| +2% | +$18.8K | 0.37% | 52 |
|
2021
Q4 | $1.15M | Buy |
7,116
+1,707
| +32% | +$275K | 0.48% | 46 |
|
2021
Q3 | $792K | Buy |
5,409
+3,938
| +268% | +$577K | 0.32% | 52 |
|
2021
Q2 | $282K | Buy |
1,471
+105
| +8% | +$20.1K | 0.12% | 86 |
|
2021
Q1 | $335K | Buy |
+1,366
| New | +$335K | 0.14% | 74 |
|