Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-149
| Closed | -$2K | – | 2121 |
|
|
2020
Q2 | $2K | Buy |
149
+26
| +21% | +$349 | ﹤0.01% | 1733 |
|
|
2020
Q1 | $2K | Hold |
123
| – | – | ﹤0.01% | 1540 |
|
|
2019
Q4 | $3K | Hold |
123
| – | – | ﹤0.01% | 1410 |
|
|
2019
Q3 | $3K | Hold |
123
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q2 | $2K | Hold |
123
| – | – | ﹤0.01% | 1437 |
|
|
2019
Q1 | $2K | Hold |
123
| – | – | ﹤0.01% | 1397 |
|
|
2018
Q4 | $2K | Hold |
123
| – | – | ﹤0.01% | 1327 |
|
|
2018
Q3 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 1523 |
|