Institute for Wealth Management’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 | – | Sell |
-1,152
| Closed | -$201K | – | 516 |
|
|
2024
Q1 | $201K | Buy |
+1,152
| New | +$201K | 0.03% | 484 |
|
|
2022
Q2 | – | Sell |
-1,599
| Closed | -$259K | – | 549 |
|
|
2022
Q1 | $259K | Buy |
1,599
+42
| +3% | +$6.8K | 0.04% | 455 |
|
|
2021
Q4 | $377K | Hold |
1,557
| – | – | 0.06% | 330 |
|
|
2021
Q3 | $311K | Sell |
1,557
-64
| -4% | -$12.8K | 0.05% | 363 |
|
|
2021
Q2 | $274K | Sell |
1,621
-115
| -7% | -$19.4K | 0.05% | 390 |
|
|
2021
Q1 | $296K | Buy |
1,736
+477
| +38% | +$81.3K | 0.06% | 359 |
|
|
2020
Q4 | $200K | Buy |
+1,259
| New | +$200K | 0.04% | 425 |
|