Aft Forsyth & Sober’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-250
| Closed | -$22K | – | 22 |
|
|
2015
Q4 | $22K | Hold |
250
| – | – | 0.01% | 38 |
|
|
2015
Q3 | $27K | Hold |
250
| – | – | 0.01% | 36 |
|
|
2015
Q2 | $33K | Hold |
250
| – | – | 0.01% | 33 |
|
|
2015
Q1 | $35K | Hold |
250
| – | – | 0.01% | 32 |
|
|
2014
Q4 | $36K | Hold |
250
| – | – | 0.01% | 30 |
|
|
2014
Q3 | $33K | Hold |
250
| – | – | 0.01% | 29 |
|
|
2014
Q2 | $39K | Buy |
250
+75
| +43% | +$11.7K | 0.01% | 27 |
|
|
2014
Q1 | $26K | Buy |
+175
| New | +$26K | 0.01% | 25 |
|