WAM
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Wealthspire Advisors (Maryland)’s SiteOne Landscape Supply SITE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-330
Closed -$19K – 1747
2019
Q1 		$19K Buy
330
+210
+175% +$11.5K ﹤0.01% 1300
2018
Q4 		$7K Buy
+120
New +$7.53K ﹤0.01% 1612
2017
Q3 		– Sell
-55
Closed -$3K – 2435
2017
Q2 		$3K Buy
+55
New +$2.74K ﹤0.01% 1915

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