CWM
SUM

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

Cornerstone 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
Q3 		– Sell
-6,085
Closed -$209K – 491
2021
Q2 		$209K Sell
6,085
-2,110
-26% -$72.5K 0.02% 451
2021
Q1 		$226K Buy
+8,195
New +$226K 0.03% 404