CWS
Cypress Wealth Services’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,099
| Closed | -$268K | – | 231 |
|
|
2021
Q2 | $268K | Buy |
1,099
+5
| +0.5% | +$1.22K | 0.07% | 209 |
|
|
2021
Q1 | $283K | Buy |
1,094
+6
| +0.6% | +$1.55K | 0.06% | 229 |
|
|
2020
Q4 | $247K | Buy |
+1,088
| New | +$247K | 0.06% | 234 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 38 |
|
|
2019
Q1 | – | Sell |
-1,878
| Closed | -$251K | – | 263 |
|
|
2018
Q4 | $251K | Sell |
1,878
-93
| -5% | -$12.4K | 0.1% | 172 |
|
|
2018
Q3 | $288K | Buy |
1,971
+8
| +0.4% | +$1.17K | 0.1% | 169 |
|
|
2018
Q2 | $261K | Buy |
+1,963
| New | +$261K | 0.1% | 178 |
|