DWM
Doyle Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $350K | Buy |
1,722
+52
| +3% | +$10.6K | 0.03% | 151 |
|
|
2022
Q2 | $323K | Buy |
1,670
+3
| +0.2% | +$580 | 0.03% | 164 |
|
|
2022
Q1 | $342K | Hold |
1,667
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $364K | Hold |
1,667
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $374K | Hold |
1,667
| – | – | 0.03% | 164 |
|
|
2021
Q2 | $406K | Hold |
1,667
| – | – | 0.03% | 157 |
|
|
2021
Q1 | $432K | Hold |
1,667
| – | – | 0.04% | 149 |
|
|
2020
Q4 | $379K | Hold |
1,667
| – | – | 0.04% | 153 |
|
|
2020
Q3 | $352K | Hold |
1,667
| – | – | 0.04% | 140 |
|
|
2020
Q2 | $289K | Sell |
1,667
-50
| -3% | -$8.67K | 0.04% | 147 |
|
|
2020
Q1 | $232K | Sell |
1,717
-5
| -0.3% | -$676 | 0.04% | 160 |
|
|
2019
Q4 | $308K | Hold |
1,722
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $280K | Hold |
1,722
| – | – | 0.04% | 163 |
|
|
2019
Q2 | $295K | Hold |
1,722
| – | – | 0.04% | 155 |
|
|
2019
Q1 | $285K | Buy |
1,722
+34
| +2% | +$5.63K | 0.04% | 153 |
|
|
2018
Q4 | $226K | Buy |
+1,688
| New | +$226K | 0.04% | 166 |
|