CWM
SUM

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

Centric 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
2021
Q2 		– Sell
-12,713
Closed -$350K – 202
2021
Q1 		$350K Sell
12,713
-4,068
-24% -$112K 0.1% 161
2020
Q4 		$331K Buy
+16,781
New +$331K 0.1% 151