SWS
SYSTM Wealth Solutions’s SiteOne Landscape Supply SITE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-149
| Closed | -$18.1K | – | 539 |
|
2024
Q2 | $18.1K | Sell |
149
-1,168
| -89% | -$142K | ﹤0.01% | 386 |
|
2024
Q1 | $230K | Buy |
1,317
+45
| +4% | +$7.86K | 0.03% | 380 |
|
2023
Q4 | $207K | Sell |
1,272
-234
| -16% | -$38K | 0.03% | 376 |
|
2023
Q3 | $246K | Sell |
1,506
-14
| -0.9% | -$2.29K | 0.04% | 398 |
|
2023
Q2 | $254K | Sell |
1,520
-1,428
| -48% | -$239K | 0.03% | 412 |
|
2023
Q1 | $403K | Sell |
2,948
-54
| -2% | -$7.39K | 0.06% | 333 |
|
2022
Q4 | $352K | Buy |
+3,002
| New | +$352K | 0.04% | 397 |
|