LFA
SUM
Legacy Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-549
| Closed | -$7K | – | 1168 |
|
|
2018
Q4 | $7K | Buy |
549
+194
| +55% | +$2.47K | ﹤0.01% | 668 |
|
|
2018
Q3 | $6K | Buy |
+355
| New | +$6K | ﹤0.01% | 664 |
|
|
2018
Q2 | – | Sell |
-370
| Closed | -$10K | – | 963 |
|
|
2018
Q1 | $10K | Hold |
370
| – | – | ﹤0.01% | 488 |
|
|
2017
Q4 | $11K | Buy |
+370
| New | +$11K | ﹤0.01% | 460 |
|