Darwin Wealth Management’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-50
| Closed | -$16.2K | – | 649 |
|
2024
Q3 | $16.2K | Buy |
+50
| New | +$16.2K | ﹤0.01% | 337 |
|
2020
Q2 | – | Sell |
-72
| Closed | -$9K | – | 260 |
|
2020
Q1 | $9K | Buy |
+72
| New | +$9K | ﹤0.01% | 488 |
|
2019
Q3 | – | Sell |
-14,372
| Closed | -$2.46M | – | 147 |
|
2019
Q2 | $2.46M | Buy |
14,372
+1,009
| +8% | +$173K | 0.76% | 58 |
|
2019
Q1 | $2.11M | Buy |
+13,363
| New | +$2.11M | 0.7% | 59 |
|