CWM
Calamos Wealth Management’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-16,802
| Closed | -$2.33M | – | 228 |
|
2015
Q1 | $2.33M | Sell |
16,802
-6,528
| -28% | -$905K | 0.58% | 54 |
|
2014
Q4 | $3.36M | Sell |
23,330
-1,440
| -6% | -$208K | 0.97% | 20 |
|
2014
Q3 | $3.27M | Buy |
24,770
+2,380
| +11% | +$314K | 0.94% | 23 |
|
2014
Q2 | $3.46M | Buy |
+22,390
| New | +$3.46M | 0.99% | 20 |
|