BTWM
SUM

Baker Tilly Wealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Baker Tilly Wealth Management’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,305
Closed -$239K – 559
2023
Q2 		$239K Buy
+6,305
New +$239K 0.03% 494
2023
Q1 		– Sell
-8,400
Closed -$238K – 584
2022
Q4 		$238K Buy
+8,400
New +$238K 0.03% 480