Asset Planning Services (Pennsylvania)’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-50
| Closed | -$8K | – | 97 |
|
2019
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 213 |
|
2019
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 203 |
|
2019
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 206 |
|
2018
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 211 |
|
2018
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 216 |
|
2018
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 214 |
|
2018
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 214 |
|
2017
Q4 | $9K | Hold |
50
| – | – | ﹤0.01% | 213 |
|
2017
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
2017
Q2 | $8K | Hold |
50
| – | – | 0.01% | 234 |
|
2017
Q1 | $8K | Hold |
50
| – | – | 0.01% | 231 |
|
2016
Q4 | $7K | Sell |
50
-50
| -50% | -$7K | 0.01% | 218 |
|
2016
Q3 | $13K | Hold |
100
| – | – | 0.01% | 176 |
|
2016
Q2 | $11K | Hold |
100
| – | – | 0.01% | 189 |
|
2016
Q1 | $11K | Hold |
100
| – | – | 0.01% | 186 |
|
2015
Q4 | $9K | Hold |
100
| – | – | 0.01% | 170 |
|
2015
Q3 | $11K | Buy |
+100
| New | +$11K | 0.01% | 152 |
|