Fermata Advisors’s SiteOne Landscape Supply SITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,369
| Closed | -$221K | – | 194 |
|
|
2022
Q1 | $221K | Sell |
1,369
-86
| -6% | -$13.9K | 0.08% | 161 |
|
|
2021
Q4 | $353K | Sell |
1,455
-38
| -3% | -$9.22K | 0.13% | 116 |
|
|
2021
Q3 | $298K | Sell |
1,493
-167
| -10% | -$33.3K | 0.13% | 123 |
|
|
2021
Q2 | $281K | Buy |
+1,660
| New | +$281K | 0.16% | 108 |
|