EverSource Wealth Advisors’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 |
-19
| Closed | -$961 | – | 4213 |
|
|
2024
Q4 | $961 | Hold |
19
| – | – | ﹤0.01% | 2982 |
|
|
2024
Q3 | $742 | Hold |
19
| – | – | ﹤0.01% | 2780 |
|
|
2024
Q2 | $794 | Sell |
19
-6
| -24% | -$251 | ﹤0.01% | 2787 |
|
|
2024
Q1 | $972 | Sell |
25
-283
| -92% | -$11K | ﹤0.01% | 2590 |
|
|
2023
Q4 | $11.8K | Buy |
308
+289
| +1,521% | +$11.1K | ﹤0.01% | 1485 |
|
|
2023
Q3 | $592 | Hold |
19
| – | – | ﹤0.01% | 2343 |
|
|
2023
Q2 | $719 | Buy |
+19
| New | +$719 | ﹤0.01% | 2289 |
|
|
2022
Q2 | – | Sell |
-324
| Closed | -$10K | – | 1921 |
|
|
2022
Q1 | $10K | Hold |
324
| – | – | ﹤0.01% | 991 |
|
|
2021
Q4 | $13K | Buy |
+324
| New | +$13K | ﹤0.01% | 872 |
|