Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,321
| Closed | -$408K | – | 1993 |
|
|
2023
Q1 | $408K | Sell |
14,321
-1,821
| -11% | -$51.9K | 0.01% | 1247 |
|
|
2022
Q4 | $458K | Sell |
16,142
-3,868
| -19% | -$110K | 0.01% | 1121 |
|
|
2022
Q3 | $471K | Sell |
20,010
-3,662
| -15% | -$86.2K | 0.01% | 1054 |
|
|
2022
Q2 | $542K | Buy |
23,672
+569
| +2% | +$13K | 0.01% | 903 |
|
|
2022
Q1 | $706K | Buy |
+23,103
| New | +$706K | 0.01% | 887 |
|