CPA
Clear Perspective Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$13K | – | 187 |
|
|
2018
Q2 | $13K | Hold |
100
| – | – | 0.01% | 344 |
|
|
2018
Q1 | $16K | Hold |
100
| – | – | 0.01% | 320 |
|
|
2017
Q4 | $18K | Hold |
100
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $17K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2017
Q2 | $16K | Hold |
100
| – | – | 0.01% | 303 |
|
|
2017
Q1 | $15K | Hold |
100
| – | – | 0.01% | 288 |
|
|
2016
Q4 | $14K | Buy |
+100
| New | +$14K | 0.01% | 291 |
|