Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $364K | Hold |
|
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|
2021
Q3 | $374K | Hold |
|
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|
2021
Q2 | $406K | Hold |
|
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|
2021
Q1 | $432K | Hold |
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|
2020
Q4 | $379K | Hold |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $308K | Hold |
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|
2019
Q3 | $280K | Hold |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $285K | Buy |
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|
2018
Q4 | $226K | Buy |
|