First Personal Financial Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-40
| Closed | -$10K | – | 314 |
|
|
2021
Q2 | $10K | Buy |
+40
| New | +$10K | ﹤0.01% | 290 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$1K | – | 342 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 409 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 455 |
|
|
2019
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 699 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$2K | – | 658 |
|
|
2018
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 651 |
|
|
2018
Q2 | – | Sell |
-52
| Closed | -$8K | – | 714 |
|
|
2018
Q1 | $8K | Hold |
52
| – | – | ﹤0.01% | 834 |
|
|
2017
Q4 | $9K | Hold |
52
| – | – | ﹤0.01% | 798 |
|
|
2017
Q3 | $9K | Hold |
52
| – | – | ﹤0.01% | 721 |
|
|
2017
Q2 | $8K | Hold |
52
| – | – | ﹤0.01% | 739 |
|
|
2017
Q1 | $8K | Hold |
52
| – | – | ﹤0.01% | 745 |
|
|
2016
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 776 |
|
|
2016
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 650 |
|
|
2016
Q2 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 655 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | -$3K | – | 412 |
|
|
2015
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 355 |
|