AFS
Access Financial Services’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,260
| Closed | -$957K | – | 117 |
|
|
2021
Q3 | $957K | Buy |
4,260
+202
| +5% | +$45.4K | 0.43% | 70 |
|
|
2021
Q2 | $989K | Buy |
+4,058
| New | +$989K | 0.46% | 70 |
|
|
2018
Q4 | – | Sell |
-9,560
| Closed | -$1.4M | – | 67 |
|
|
2018
Q3 | $1.4M | Sell |
9,560
-30
| -0.3% | -$4.38K | 0.96% | 27 |
|
|
2018
Q2 | $1.28M | Buy |
9,590
+280
| +3% | +$37.2K | 0.9% | 31 |
|
|
2018
Q1 | $1.51M | Buy |
+9,310
| New | +$1.51M | 1.11% | 23 |
|