Prospera Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-123
| Closed | -$4K | – | 2679 |
|
|
2022
Q1 | $4K | Buy |
+123
| New | +$4K | ﹤0.01% | 2356 |
|
|
2021
Q4 | – | Sell |
-9,348
| Closed | -$294K | – | 912 |
|
|
2021
Q3 | $294K | Hold |
9,348
| – | – | 0.01% | 666 |
|
|
2021
Q2 | $320K | Hold |
9,348
| – | – | 0.02% | 640 |
|
|
2021
Q1 | $258K | Buy |
+9,348
| New | +$258K | 0.02% | 661 |
|