IWA
Intercontinental Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.86M | Sell |
11,134
-1,060
| -9% | -$177K | 0.44% | 37 |
|
|
2023
Q1 | $1.67M | Sell |
12,194
-120
| -1% | -$16.4K | 0.43% | 42 |
|
|
2022
Q4 | $1.44M | Sell |
12,314
-415
| -3% | -$48.7K | 0.43% | 42 |
|
|
2022
Q3 | $1.33M | Sell |
12,729
-21
| -0.2% | -$2.19K | 0.42% | 46 |
|
|
2022
Q2 | $1.52M | Sell |
12,750
-138
| -1% | -$16.4K | 0.41% | 41 |
|
|
2022
Q1 | $2.08M | Buy |
12,888
+80
| +0.6% | +$12.9K | 0.47% | 29 |
|
|
2021
Q4 | $3.1M | Sell |
12,808
-925
| -7% | -$224K | 0.65% | 17 |
|
|
2021
Q3 | $2.74M | Sell |
13,733
-1,117
| -8% | -$223K | 0.64% | 19 |
|
|
2021
Q2 | $2.51M | Buy |
14,850
+99
| +0.7% | +$16.8K | 0.5% | 23 |
|
|
2021
Q1 | $2.52M | Sell |
14,751
-2,685
| -15% | -$459K | 0.55% | 22 |
|
|
2020
Q4 | $2.77M | Buy |
17,436
+1,105
| +7% | +$175K | 0.66% | 20 |
|
|
2020
Q3 | $1.99M | Buy |
16,331
+969
| +6% | +$118K | 0.58% | 23 |
|
|
2020
Q2 | $1.75M | Sell |
15,362
-1,940
| -11% | -$221K | 0.57% | 24 |
|
|
2020
Q1 | $1.27M | Buy |
+17,302
| New | +$1.27M | 0.67% | 27 |
|