GWM
Guardian Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-715
| Closed | -$86.8K | – | 181 |
|
2025
Q1 | $86.8K | Hold |
715
| – | – | 0.06% | 85 |
|
2024
Q4 | $94.2K | Hold |
715
| – | – | 0.06% | 91 |
|
2024
Q3 | $108K | Hold |
715
| – | – | 0.08% | 82 |
|
2024
Q2 | $86.8K | Hold |
715
| – | – | 0.07% | 88 |
|
2024
Q1 | $125K | Hold |
715
| – | – | 0.1% | 79 |
|
2023
Q4 | $116K | Buy |
+715
| New | +$116K | 0.1% | 81 |
|