Braun-Bostich & Associates’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-78
| Closed | -$10K | – | 327 |
|
2018
Q4 | $10K | Sell |
78
-127
| -62% | -$16.3K | 0.01% | 253 |
|
2018
Q3 | $30K | Hold |
205
| – | – | 0.03% | 207 |
|
2018
Q2 | $27K | Sell |
205
-3,741
| -95% | -$493K | 0.03% | 204 |
|
2018
Q1 | $640K | Buy |
3,946
+245
| +7% | +$39.7K | 0.55% | 58 |
|
2017
Q4 | $654K | Buy |
+3,701
| New | +$654K | 0.55% | 50 |
|