Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7K | Buy |
224
+106
| +90% | +$3.31K | ﹤0.01% | 1343 |
|
|
2021
Q2 | $4K | Hold |
118
| – | – | ﹤0.01% | 1437 |
|
|
2021
Q1 | $3K | Hold |
118
| – | – | ﹤0.01% | 1459 |
|
|
2020
Q4 | $2K | Hold |
118
| – | – | ﹤0.01% | 1458 |
|
|
2020
Q3 | $1K | Hold |
118
| – | – | ﹤0.01% | 1543 |
|
|
2020
Q2 | $1K | Buy |
118
+53
| +82% | +$449 | ﹤0.01% | 1535 |
|
|
2020
Q1 | $0 | Sell |
65
-168
| -72% | – | ﹤0.01% | 1716 |
|
|
2019
Q4 | $5K | Hold |
233
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q3 | $5K | Hold |
233
| – | – | ﹤0.01% | 970 |
|
|
2019
Q2 | $4K | Hold |
233
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q1 | $3K | Buy |
233
+65
| +39% | +$837 | ﹤0.01% | 1038 |
|
|
2018
Q4 | $2K | Buy |
+168
| New | +$2K | ﹤0.01% | 917 |
|