Dowling & Yahnke’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $256K | Buy |
1,257
+42
| +3% | +$8.55K | 0.01% | 328 |
|
|
2022
Q2 | $235K | Buy |
1,215
+212
| +21% | +$41K | 0.01% | 334 |
|
|
2022
Q1 | $206K | Hold |
1,003
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $219K | Hold |
1,003
| – | – | 0.01% | 359 |
|
|
2021
Q3 | $225K | Hold |
1,003
| – | – | 0.01% | 339 |
|
|
2021
Q2 | $245K | Buy |
+1,003
| New | +$245K | 0.01% | 330 |
|