Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $59K | Sell |
1,510
-3,984
| -73% | -$156K | ﹤0.01% | 1405 |
|
|
2021
Q3 | $173K | Hold |
5,494
| – | – | 0.01% | 903 |
|
|
2021
Q2 | $188K | Buy |
5,494
+194
| +4% | +$6.64K | 0.02% | 846 |
|
|
2021
Q1 | $146K | Sell |
5,300
-82
| -2% | -$2.26K | 0.01% | 879 |
|
|
2020
Q4 | $106K | Sell |
5,382
-148
| -3% | -$2.92K | 0.01% | 946 |
|
|
2020
Q3 | $90K | Buy |
+5,530
| New | +$90K | 0.01% | 903 |
|