Gradient 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
Q2 | – | Sell |
-18
| Closed | -$513 | – | 1898 |
|
|
2023
Q1 | $513 | Hold |
18
| – | – | ﹤0.01% | 1281 |
|
|
2022
Q4 | $511 | Hold |
18
| – | – | ﹤0.01% | 1297 |
|
|
2022
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1574 |
|
|
2022
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1411 |
|
|
2020
Q2 | – | Sell |
-1,017
| Closed | -$15K | – | 1227 |
|
|
2020
Q1 | $15K | Buy |
+1,017
| New | +$15K | ﹤0.01% | 577 |
|