Concert Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $459K | Sell |
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|
2016
Q4 | $555K | Sell |
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|
2016
Q3 | $697K | Sell |
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|
2016
Q2 | $619K | Buy |
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|
2016
Q1 | $595K | Sell |
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|
2015
Q4 | $491K | Sell |
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|
2015
Q3 | $755K | Sell |
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|
2015
Q2 | $1.14M | Sell |
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|
2015
Q1 | $647K | Buy |
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|
2014
Q4 | $1.21M | Sell |
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|
2014
Q3 | $1.22M | Buy |
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|
2014
Q2 | $1.34M | Sell |
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|
2014
Q1 | $1.38M | Buy |
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|
2013
Q4 | $1.31M | Buy |
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|
2013
Q3 | $668K | Sell |
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|
2013
Q2 | $658K | Buy |
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