Evolution Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-21
| Closed | -$5K | – | 251 |
|
|
2021
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $5K | Hold |
21
| – | – | ﹤0.01% | 501 |
|
|
2021
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 517 |
|
|
2020
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 455 |
|
|
2020
Q2 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 386 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$4K | – | 373 |
|
|
2019
Q4 | $4K | Buy |
25
+4
| +19% | +$640 | ﹤0.01% | 432 |
|
|
2019
Q3 | $3K | Sell |
21
-16
| -43% | -$2.29K | ﹤0.01% | 352 |
|
|
2019
Q2 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 229 |
|