Estate Counselors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,785
| Closed | -$981K | – | 174 |
|
|
2022
Q1 | $981K | Hold |
4,785
| – | – | 0.13% | 93 |
|
|
2021
Q4 | $1.04M | Buy |
4,785
+110
| +2% | +$24K | 0.13% | 96 |
|
|
2021
Q3 | $1.05M | Buy |
4,675
+70
| +2% | +$15.7K | 0.13% | 100 |
|
|
2021
Q2 | $1.12M | Buy |
4,605
+55
| +1% | +$13.4K | 0.15% | 82 |
|
|
2021
Q1 | $1.17M | Hold |
4,550
| – | – | 0.17% | 68 |
|
|
2020
Q4 | $1.03M | Buy |
4,550
+1,730
| +61% | +$393K | 0.16% | 70 |
|
|
2020
Q3 | $595K | Sell |
2,820
-360
| -11% | -$76K | 0.09% | 72 |
|
|
2020
Q2 | $550K | Buy |
3,180
+100
| +3% | +$17.3K | 0.09% | 79 |
|
|
2020
Q1 | $417K | Buy |
+3,080
| New | +$417K | 0.07% | 92 |
|