Disciplined Investments’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28
| Closed | -$1.06K | – | 1637 |
|
|
2023
Q2 | $1.06K | Hold |
28
| – | – | ﹤0.01% | 941 |
|
|
2023
Q1 | $798 | Buy |
28
+1
| +4% | +$29 | ﹤0.01% | 1062 |
|
|
2022
Q4 | $767 | Sell |
27
-4
| -13% | -$114 | ﹤0.01% | 1010 |
|
|
2022
Q3 | $1K | Buy |
31
+2
| +7% | +$65 | ﹤0.01% | 1159 |
|
|
2022
Q2 | $1K | Buy |
29
+5
| +21% | +$172 | ﹤0.01% | 1189 |
|
|
2022
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1266 |
|