Capital Square’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $580K | Hold |
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|
2022
Q2 | $564K | Buy |
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|
2022
Q1 | $740K | Hold |
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|
2021
Q4 | $939K | Sell |
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|
2021
Q3 | $879K | Hold |
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|
2021
Q2 | $876K | Hold |
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|
2021
Q1 | $769K | Hold |
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|
2020
Q4 | $529K | Buy |
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|
2020
Q3 | $375K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $222K | Buy |
|