EWA
EverSource Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
1,761
-76
| -4% | -$9.19K | 0.01% | 826 |
|
|
2025
Q1 | $223K | Buy |
1,837
+34
| +2% | +$4.13K | 0.01% | 617 |
|
|
2024
Q4 | $238K | Sell |
1,803
-174
| -9% | -$22.9K | 0.01% | 589 |
|
|
2024
Q3 | $298K | Sell |
1,977
-207
| -9% | -$31.2K | 0.02% | 450 |
|
|
2024
Q2 | $320K | Sell |
2,184
-141
| -6% | -$20.7K | 0.02% | 423 |
|
|
2024
Q1 | $365K | Sell |
2,325
-285
| -11% | -$44.7K | 0.03% | 334 |
|
|
2023
Q4 | $424K | Sell |
2,610
-16
| -0.6% | -$2.6K | 0.04% | 269 |
|
|
2023
Q3 | $429K | Sell |
2,626
-89
| -3% | -$14.5K | 0.05% | 247 |
|
|
2023
Q2 | $454K | Sell |
2,715
-211
| -7% | -$35.3K | 0.05% | 239 |
|
|
2023
Q1 | $400K | Sell |
2,926
-6
| -0.2% | -$821 | 0.05% | 250 |
|
|
2022
Q4 | $344K | Sell |
2,932
-1,420
| -33% | -$167K | 0.05% | 259 |
|
|
2022
Q3 | $453K | Sell |
4,352
-992
| -19% | -$103K | 0.1% | 191 |
|
|
2022
Q2 | $635K | Buy |
5,344
+477
| +10% | +$56.7K | 0.16% | 118 |
|
|
2022
Q1 | $787K | Buy |
4,867
+2,643
| +119% | +$427K | 0.2% | 98 |
|
|
2021
Q4 | $539K | Buy |
+2,224
| New | +$539K | 0.15% | 110 |
|