Westside Investment Management’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
Q2 | – | Sell |
-418
| Closed | -$11.8K | – | 848 |
|
|
2018
Q1 | $11.8K | Hold |
418
| – | – | 0.01% | 511 |
|
|
2017
Q4 | $13K | Buy |
418
+43
| +11% | +$1.34K | 0.01% | 509 |
|
|
2017
Q3 | $11.5K | Sell |
375
-87
| -19% | -$2.67K | 0.01% | 516 |
|
|
2017
Q2 | $13.2K | Hold |
462
| – | – | 0.01% | 475 |
|
|
2017
Q1 | $10.7K | Sell |
462
-54
| -10% | -$1.25K | 0.01% | 480 |
|
|
2016
Q4 | $11.9K | Buy |
+516
| New | +$11.9K | 0.01% | 362 |
|