West Oak Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-31
| Closed | -$1K | – | 400 |
|
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 363 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 337 |
|
|
2020
Q4 | $1K | Buy |
31
+16
| +107% | +$516 | ﹤0.01% | 315 |
|
|
2020
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 335 |
|