BWA
BDO Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.44M | Buy |
5,861
+187
| +3% | +$45.8K | 0.16% | 110 |
|
|
2023
Q1 | $1.36M | Sell |
5,674
-229
| -4% | -$54.7K | 0.17% | 106 |
|
|
2022
Q4 | $1.43M | Buy |
5,903
+161
| +3% | +$39K | 0.18% | 108 |
|
|
2022
Q3 | $1.17M | Sell |
5,742
-1,835
| -24% | -$374K | 0.16% | 116 |
|
|
2022
Q2 | $1.47M | Buy |
7,577
+90
| +1% | +$17.4K | 0.18% | 103 |
|
|
2022
Q1 | $1.54M | Buy |
7,487
+255
| +4% | +$52.3K | 0.16% | 108 |
|
|
2021
Q4 | $1.58M | Buy |
7,232
+168
| +2% | +$36.7K | 0.17% | 107 |
|
|
2021
Q3 | $1.59M | Sell |
7,064
-102
| -1% | -$22.9K | 0.17% | 100 |
|
|
2021
Q2 | $1.75M | Sell |
7,166
-102
| -1% | -$24.9K | 0.19% | 90 |
|
|
2021
Q1 | $1.88M | Sell |
7,268
-237
| -3% | -$61.4K | 0.22% | 80 |
|
|
2020
Q4 | $1.7M | Sell |
7,505
-109
| -1% | -$24.7K | 0.24% | 71 |
|
|
2020
Q3 | $1.61M | Sell |
7,614
-181
| -2% | -$38.2K | 0.26% | 69 |
|
|
2020
Q2 | $1.35M | Buy |
7,795
+106
| +1% | +$18.4K | 0.24% | 76 |
|
|
2020
Q1 | $1.04M | Buy |
7,689
+426
| +6% | +$57.6K | 0.21% | 85 |
|
|
2019
Q4 | $1.3M | Sell |
7,263
-682
| -9% | -$122K | 0.34% | 61 |
|
|
2019
Q3 | $1.29M | Buy |
7,945
+96
| +1% | +$15.6K | 0.33% | 59 |
|
|
2019
Q2 | $1.35M | Buy |
7,849
+42
| +0.5% | +$7.2K | 0.37% | 60 |
|
|
2019
Q1 | $1.23M | Buy |
7,807
+551
| +8% | +$87K | 0.36% | 58 |
|
|
2018
Q4 | $970K | Buy |
7,256
+7,186
| +10,266% | +$961K | 0.33% | 66 |
|
|
2018
Q3 | $10K | Hold |
70
| – | – | ﹤0.01% | 455 |
|
|
2018
Q2 | $9K | Buy |
+70
| New | +$9K | ﹤0.01% | 466 |
|