Berman Capital Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $171K | Buy |
765
+205
| +37% | +$45.8K | 0.03% | 296 |
|
|
2021
Q2 | $136K | Buy |
560
+44
| +9% | +$10.7K | 0.02% | 308 |
|
|
2021
Q1 | $133K | Buy |
516
+187
| +57% | +$48.2K | 0.03% | 249 |
|
|
2020
Q4 | $74K | Buy |
329
+53
| +19% | +$11.9K | 0.02% | 310 |
|
|
2020
Q3 | $57K | Sell |
276
-9
| -3% | -$1.86K | 0.02% | 313 |
|
|
2020
Q2 | $48K | Buy |
285
+6
| +2% | +$1.01K | 0.01% | 330 |
|
|
2020
Q1 | $37K | Buy |
279
+76
| +37% | +$10.1K | 0.01% | 353 |
|
|
2019
Q4 | $36K | Hold |
203
| – | – | 0.01% | 388 |
|
|
2019
Q3 | $33K | Sell |
203
-7
| -3% | -$1.14K | 0.01% | 380 |
|
|
2019
Q2 | $36K | Buy |
210
+35
| +20% | +$6K | 0.01% | 368 |
|
|
2019
Q1 | $27K | Buy |
175
+46
| +36% | +$7.1K | 0.01% | 387 |
|
|
2018
Q4 | $17K | Buy |
+129
| New | +$17K | 0.01% | 409 |
|