CWM
SITE icon

Circle Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Circle Wealth Management’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,091
Closed -$354K – 184
2021
Q2 		$354K Buy
+2,091
New +$354K 0.05% 148