TWP
SUM

Triad Wealth Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Triad Wealth Partners’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-97
Closed -$3.55K – 999
2024
Q2 		$3.55K Buy
+97
New +$3.55K ﹤0.01% 645