TWA
SUM
TCI Wealth Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-240
| Closed | -$6.84K | – | 2358 |
|
|
2023
Q1 | $6.84K | Sell |
240
-1
| -0.4% | -$28 | ﹤0.01% | 1316 |
|
|
2022
Q4 | $6.84K | Buy |
241
+222
| +1,168% | +$6.3K | ﹤0.01% | 1327 |
|
|
2022
Q3 | $0 | Sell |
19
-215
| -92% | – | ﹤0.01% | 2641 |
|
|
2022
Q2 | $5K | Buy |
234
+98
| +72% | +$2.09K | ﹤0.01% | 1556 |
|
|
2022
Q1 | $4K | Sell |
136
-196
| -59% | -$5.77K | ﹤0.01% | 1822 |
|
|
2021
Q4 | $13K | Buy |
332
+152
| +84% | +$5.95K | ﹤0.01% | 998 |
|
|
2021
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 1516 |
|
|
2021
Q2 | $6K | Buy |
180
+41
| +29% | +$1.37K | ﹤0.01% | 1365 |
|
|
2021
Q1 | $4K | Buy |
+139
| New | +$4K | ﹤0.01% | 1428 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$1K | – | 1687 |
|
|
2018
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1354 |
|
|
2018
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1410 |
|
|
2018
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1252 |
|
|
2017
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1294 |
|
|
2017
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1225 |
|
|
2017
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1248 |
|
|
2017
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1195 |
|
|
2016
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1262 |
|
|
2016
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1250 |
|
|
2016
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1183 |
|
|
2016
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1185 |
|