Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.8K | Sell |
75
-878
| -92% | -$44.4K | ﹤0.01% | 2815 |
|
|
2024
Q3 | $37.2K | Buy |
953
+7
| +0.7% | +$273 | ﹤0.01% | 1700 |
|
|
2024
Q2 | $34.6K | Buy |
946
+678
| +253% | +$24.8K | ﹤0.01% | 1721 |
|
|
2024
Q1 | $11.9K | Buy |
268
+100
| +60% | +$4.46K | ﹤0.01% | 2045 |
|
|
2023
Q4 | $5.85K | Buy |
168
+87
| +107% | +$3.03K | ﹤0.01% | 2262 |
|
|
2023
Q3 | $2.61K | Buy |
81
+14
| +21% | +$451 | ﹤0.01% | 2432 |
|
|
2023
Q2 | $2.54K | Buy |
+67
| New | +$2.54K | ﹤0.01% | 2449 |
|
|
2018
Q2 | – | Sell |
-143
| Closed | -$4K | – | 1585 |
|
|
2018
Q1 | $4K | Hold |
143
| – | – | ﹤0.01% | 1233 |
|
|
2017
Q4 | $4K | Buy |
+143
| New | +$4K | ﹤0.01% | 1192 |
|