TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$267 | – | 785 |
|
|
2024
Q1 | $267 | Hold |
6
| – | – | ﹤0.01% | 426 |
|
|
2023
Q4 | $231 | Hold |
6
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $227 | Hold |
6
| – | – | ﹤0.01% | 757 |
|
|
2023
Q2 | $227 | Hold |
6
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $171 | Buy |
6
+5
| +500% | +$143 | ﹤0.01% | 518 |
|
|
2022
Q4 | $78 | Buy |
+1
| New | +$78 | ﹤0.01% | 819 |
|