BWL
SUM

Bogart Wealth LLC’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Bogart Wealth LLC’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12
Closed -$607 – 1522
2024
Q4 		$607 Buy
+12
New +$607 ﹤0.01% 1252