Axxcess Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,419
| Closed | -$214K | – | 925 |
|
|
2024
Q3 | $214K | Buy |
+1,419
| New | +$214K | 0.01% | 821 |
|
|
2024
Q2 | – | Sell |
-1,467
| Closed | -$256K | – | 931 |
|
|
2024
Q1 | $256K | Sell |
1,467
-17
| -1% | -$2.97K | 0.01% | 718 |
|
|
2023
Q4 | $241K | Sell |
1,484
-11
| -0.7% | -$1.79K | 0.01% | 722 |
|
|
2023
Q3 | $244K | Buy |
1,495
+164
| +12% | +$26.8K | 0.01% | 659 |
|
|
2023
Q2 | $223K | Sell |
1,331
-655
| -33% | -$110K | 0.02% | 529 |
|
|
2023
Q1 | $272K | Sell |
1,986
-83
| -4% | -$11.4K | 0.02% | 503 |
|
|
2022
Q4 | $243K | Buy |
+2,069
| New | +$243K | 0.02% | 504 |
|
|
2022
Q2 | – | Sell |
-3,918
| Closed | -$634K | – | 642 |
|
|
2022
Q1 | $634K | Sell |
3,918
-1,878
| -32% | -$304K | 0.05% | 301 |
|
|
2021
Q4 | $1.4M | Buy |
+5,796
| New | +$1.4M | 0.1% | 159 |
|