Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-587
| Closed | -$10K | – | 2594 |
|
|
2018
Q3 | $10K | Sell |
587
-971
| -62% | -$16.5K | ﹤0.01% | 1531 |
|
|
2018
Q2 | $40K | Sell |
1,558
-256
| -14% | -$6.57K | ﹤0.01% | 1066 |
|
|
2018
Q1 | $54K | Hold |
1,814
| – | – | 0.01% | 950 |
|
|
2017
Q4 | $56K | Sell |
1,814
-3
| -0.2% | -$93 | 0.01% | 960 |
|
|
2017
Q3 | $56K | Buy |
1,817
+180
| +11% | +$5.55K | 0.01% | 931 |
|
|
2017
Q2 | $46K | Buy |
+1,637
| New | +$46K | 0.01% | 985 |
|