J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $291K | Buy |
9,351
+573
| +7% | +$17.8K | ﹤0.01% | 1491 |
|
|
2023
Q2 | $332K | Buy |
+8,778
| New | +$332K | ﹤0.01% | 1204 |
|
|
2016
Q4 | – | Sell |
-10,472
| Closed | -$186K | – | 1308 |
|
|
2016
Q3 | $186K | Buy |
+10,472
| New | +$186K | ﹤0.01% | 1154 |
|
|
2016
Q2 | – | Sell |
-13,705
| Closed | -$255K | – | 1324 |
|
|
2016
Q1 | $255K | Buy |
13,705
+1,336
| +11% | +$24.9K | ﹤0.01% | 1004 |
|
|
2015
Q4 | $238K | Buy |
12,369
+673
| +6% | +$13K | ﹤0.01% | 961 |
|
|
2015
Q3 | $207K | Buy |
+11,696
| New | +$207K | ﹤0.01% | 926 |
|