SWS
SUM

SYSTM Wealth Solutions’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

SYSTM Wealth Solutions’s Portfolio SUM Stock Details SUM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,252
Closed -$55.8K – 1000
2024
Q1 		$55.8K Buy
1,252
+32
+3% +$1.43K 0.01% 565
2023
Q4 		$46.9K Buy
+1,220
New +$46.9K 0.01% 598