Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-91,785
| Closed | -$3.62M | – | 2500 |
|
|
2021
Q4 | $3.62M | Sell |
91,785
-4,139
| -4% | -$163K | 0.09% | 202 |
|
|
2021
Q3 | $3.02M | Buy |
95,924
+926
| +1% | +$29.1K | 0.08% | 218 |
|
|
2021
Q2 | $3.26M | Sell |
94,998
-67,783
| -42% | -$2.32M | 0.09% | 210 |
|
|
2021
Q1 | $4.49M | Hold |
162,781
| – | – | 0.12% | 166 |
|
|
2020
Q4 | $3.21M | Buy |
+162,781
| New | +$3.21M | 0.1% | 186 |
|