Concord Wealth Partners’s SiteOne Landscape Supply SITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-234
| Closed | -$32K | – | 1064 |
|
|
2023
Q1 | $32K | Hold |
234
| – | – | 0.01% | 415 |
|
|
2022
Q4 | $27.5K | Buy |
+234
| New | +$27.5K | 0.01% | 478 |
|
|
2022
Q3 | – | Sell |
-234
| Closed | -$28K | – | 970 |
|
|
2022
Q2 | $28K | Hold |
234
| – | – | 0.01% | 470 |
|
|
2022
Q1 | $38K | Hold |
234
| – | – | 0.01% | 482 |
|
|
2021
Q4 | $57K | Buy |
+234
| New | +$57K | 0.01% | 434 |
|