Thrive 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
Q4
Sell
-1,362
Closed -$206K 223
2024
Q3
$206K Buy
+1,362
New +$206K 0.04% 211
2024
Q2
Sell
-1,435
Closed -$250K 224
2024
Q1
$250K Sell
1,435
-64
-4% -$11.2K 0.05% 180
2023
Q4
$244K Sell
1,499
-14
-0.9% -$2.28K 0.05% 164
2023
Q3
$247K Buy
1,513
+11
+0.7% +$1.8K 0.07% 146
2023
Q2
$251K Sell
1,502
-389
-21% -$65.1K 0.07% 152
2023
Q1
$259K Buy
+1,891
New +$259K 0.07% 140
2022
Q2
Sell
-1,260
Closed -$204K 157
2022
Q1
$204K Buy
1,260
+117
+10% +$18.9K 0.06% 151
2021
Q4
$277K Buy
+1,143
New +$277K 0.09% 123