Heritage Wealth Management (Arizona)’s SiteOne Landscape Supply SITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $233K | Sell |
1,921
-227
| -11% | -$27.6K | 0.13% | 150 |
|
|
2024
Q1 | $375K | Sell |
2,148
-37
| -2% | -$6.46K | 0.19% | 106 |
|
|
2023
Q4 | $355K | Buy |
+2,185
| New | +$355K | 0.19% | 105 |
|
|
2022
Q4 | $930K | Buy |
7,928
+4,786
| +152% | +$561K | 0.13% | 122 |
|
|
2022
Q3 | $327K | Sell |
3,142
-244
| -7% | -$25.4K | 0.11% | 137 |
|
|
2022
Q2 | $402K | Buy |
3,386
+489
| +17% | +$58.1K | 0.13% | 115 |
|
|
2022
Q1 | $468K | Buy |
+2,897
| New | +$468K | 0.13% | 127 |
|
|
2021
Q3 | $230K | Buy |
1,152
+183
| +19% | +$36.5K | 0.08% | 192 |
|
|
2021
Q2 | $164K | Buy |
969
+174
| +22% | +$29.4K | 0.06% | 261 |
|
|
2021
Q1 | $136K | Buy |
+795
| New | +$136K | 0.08% | 210 |
|