MGWM
SUM

Marks Group Wealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Marks Group Wealth Management’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,312
Closed -$237K – 308
2024
Q1 		$237K Buy
+5,312
New +$237K 0.02% 284