CWA
SUM

CM Wealth Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

CM Wealth Advisors’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
Q2 		– Sell
-28,846
Closed -$761K – 450
2023
Q1 		$761K Buy
+28,846
New +$761K 0.15% 202