WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $30K | Hold |
1,059
| – | – | 0.01% | 848 |
|
|
2017
Q1 | $25K | Hold |
1,059
| – | – | 0.01% | 838 |
|
|
2016
Q4 | $24K | Hold |
1,059
| – | – | 0.01% | 896 |
|
|
2016
Q3 | $19K | Hold |
1,059
| – | – | ﹤0.01% | 962 |
|
|
2016
Q2 | $21K | Hold |
1,059
| – | – | 0.01% | 909 |
|
|
2016
Q1 | $20K | Hold |
1,059
| – | – | 0.01% | 897 |
|
|
2015
Q4 | $20K | Hold |
1,059
| – | – | 0.01% | 899 |
|
|
2015
Q3 | $19K | Hold |
1,059
| – | – | 0.01% | 914 |
|
|
2015
Q2 | $26K | Hold |
1,059
| – | – | 0.01% | 905 |
|
|
2015
Q1 | $22K | Buy |
+1,059
| New | +$22K | 0.01% | 959 |
|