KWM
Keebeck Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,984
| Closed | -$2.09M | – | 278 |
|
|
2024
Q1 | $2.09M | Buy |
11,984
+455
| +4% | +$79.4K | 0.31% | 89 |
|
|
2023
Q4 | $1.87M | Buy |
11,529
+2,412
| +26% | +$392K | 0.31% | 87 |
|
|
2023
Q3 | $1.49M | Buy |
9,117
+888
| +11% | +$145K | 0.26% | 94 |
|
|
2023
Q2 | $1.38M | Buy |
8,229
+4,586
| +126% | +$768K | 0.19% | 105 |
|
|
2023
Q1 | $499K | Buy |
+3,643
| New | +$499K | 0.08% | 164 |
|