MONECO Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,122
| Closed | -$259K | – | 502 |
|
|
2024
Q4 | $259K | Buy |
+5,122
| New | +$259K | 0.03% | 398 |
|
|
2024
Q2 | – | Sell |
-5,310
| Closed | -$237K | – | 449 |
|
|
2024
Q1 | $237K | Buy |
5,310
+94
| +2% | +$4.19K | 0.04% | 366 |
|
|
2023
Q4 | $201K | Buy |
+5,216
| New | +$201K | 0.04% | 372 |
|
|
2023
Q3 | – | Sell |
-5,616
| Closed | -$213K | – | 355 |
|
|
2023
Q2 | $213K | Buy |
+5,616
| New | +$213K | 0.06% | 312 |
|