DAS
SUM
Diversify Advisory Services’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,864
| Closed | -$253K | – | 703 |
|
|
2024
Q4 | $253K | Sell |
4,864
-187
| -4% | -$9.73K | 0.01% | 528 |
|
|
2024
Q3 | $204K | Buy |
+5,051
| New | +$204K | 0.01% | 601 |
|
|
2024
Q2 | – | Sell |
-9,366
| Closed | -$404K | – | 725 |
|
|
2024
Q1 | $404K | Buy |
+9,366
| New | +$404K | 0.02% | 473 |
|