Advisornet Financial’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,900
| Closed | -$129K | – | 2187 |
|
|
2024
Q1 | $129K | Sell |
2,900
-42
| -1% | -$1.87K | 0.01% | 568 |
|
|
2023
Q4 | $113K | Buy |
2,942
+4
| +0.1% | +$154 | 0.01% | 609 |
|
|
2023
Q3 | $91.5K | Buy |
2,938
+2,904
| +8,541% | +$90.4K | 0.01% | 642 |
|
|
2023
Q2 | $1.29K | Buy |
34
+8
| +31% | +$303 | ﹤0.01% | 1816 |
|
|
2023
Q1 | $741 | Sell |
26
-10
| -28% | -$285 | ﹤0.01% | 1968 |
|
|
2022
Q4 | $1.02K | Buy |
+36
| New | +$1.02K | ﹤0.01% | 1830 |
|