AIFAIM
SUM
American Institute for Advanced Investment Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,075
| Closed | -$282K | – | 126 |
|
|
2022
Q1 | $282K | Hold |
9,075
| – | – | 0.2% | 98 |
|
|
2021
Q4 | $364K | Hold |
9,075
| – | – | 0.25% | 85 |
|
|
2021
Q3 | $290K | Hold |
9,075
| – | – | 0.21% | 94 |
|
|
2021
Q2 | $316K | Buy |
9,075
+1,500
| +20% | +$52.2K | 0.22% | 89 |
|
|
2021
Q1 | $212K | Buy |
+7,575
| New | +$212K | 0.16% | 107 |
|