AAMA
Advanced Asset Management Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,000
| Closed | -$1.63M | – | 125 |
|
|
2019
Q3 | $1.63M | Hold |
10,000
| – | – | 0.52% | 59 |
|
|
2019
Q2 | $1.71M | Hold |
10,000
| – | – | 0.59% | 47 |
|
|
2019
Q1 | $1.58M | Hold |
10,000
| – | – | 0.56% | 49 |
|
|
2018
Q4 | $1.34M | Hold |
10,000
| – | – | 0.43% | 60 |
|
|
2018
Q3 | $1.46M | Buy |
10,000
+5,100
| +104% | +$745K | 0.53% | 37 |
|
|
2018
Q2 | $652K | Hold |
4,900
| – | – | 0.21% | 96 |
|
|
2018
Q1 | $794K | Hold |
4,900
| – | – | 0.26% | 76 |
|
|
2017
Q4 | $866K | Buy |
+4,900
| New | +$866K | 0.28% | 69 |
|