APSI
Asset Planning Services Inc’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-21,130
| Closed | -$4.61M | – | 42 |
|
|
2021
Q4 | $4.61M | Sell |
21,130
-535
| -2% | -$117K | 2.48% | 21 |
|
|
2021
Q3 | $4.87M | Buy |
21,665
+100
| +0.5% | +$22.5K | 2.87% | 18 |
|
|
2021
Q2 | $5.26M | Buy |
21,565
+340
| +2% | +$82.9K | 3.04% | 16 |
|
|
2021
Q1 | $5.5M | Sell |
21,225
-475
| -2% | -$123K | 3.32% | 15 |
|
|
2020
Q4 | $4.93M | Sell |
21,700
-75
| -0.3% | -$17K | 3.16% | 16 |
|
|
2020
Q3 | $4.6M | Buy |
+21,775
| New | +$4.6M | 3.15% | 15 |
|