Summit Matls Inc cl a shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Summit Matls Inc cl a (SUM) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Summit Matls Inc cl a
Tip: Access up to 7 years of quarterly data
All positions including Summit Matls Inc cl a held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Summit Matls Inc cl a by Mount Yale Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $228k | 7.3k | 31.14 |
2023-06-30 | $284k | 7.5k | 37.85 |
2023-03-31 | $261k | 9.2k | 28.49 |
2022-12-31 | $296k | 10k | 28.39 |
2022-09-30 | $243k | 10k | 23.98 |
2022-06-30 | $239k | 10k | 23.26 |
2021-12-31 | $333k | 8.3k | 40.10 |
2021-09-30 | $270k | 8.4k | 32.01 |
2021-06-30 | $225k | 6.4k | 34.91 |
2021-03-31 | $228k | 8.1k | 28.07 |
2020-12-31 | $229k | 11k | 20.11 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors