KFS
SUM
Kaizen Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,339
| Closed | -$359K | – | 136 |
|
|
2023
Q4 | $359K | Hold |
9,339
| – | – | 0.27% | 61 |
|
|
2023
Q3 | $291K | Sell |
9,339
-101
| -1% | -$3.15K | 0.25% | 67 |
|
|
2023
Q2 | $346K | Hold |
9,440
| – | – | 0.3% | 59 |
|
|
2023
Q1 | $269K | Sell |
9,440
-711
| -7% | -$20.3K | 0.27% | 68 |
|
|
2022
Q4 | $325K | Buy |
+10,151
| New | +$325K | 0.32% | 70 |
|