Arax Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-458
| Closed | -$23.2K | – | 3114 |
|
|
2024
Q4 | $23.2K | Buy |
458
+21
| +5% | +$1.06K | ﹤0.01% | 1156 |
|
|
2024
Q3 | $17.1K | Hold |
437
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q2 | $16K | Buy |
+437
| New | +$16K | ﹤0.01% | 1052 |
|
|
2020
Q1 | – | Sell |
-102
| Closed | -$2K | – | 728 |
|
|
2019
Q4 | $2K | Hold |
102
| – | – | ﹤0.01% | 556 |
|
|
2019
Q3 | $2K | Hold |
102
| – | – | ﹤0.01% | 556 |
|
|
2019
Q2 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 560 |
|