Fortis Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,648
| Closed | -$223K | – | 198 |
|
|
2020
Q1 | $223K | Sell |
1,648
-67
| -4% | -$9.07K | 0.15% | 68 |
|
|
2019
Q4 | $307K | Hold |
1,715
| – | – | 0.19% | 73 |
|
|
2019
Q3 | $279K | Sell |
1,715
-28
| -2% | -$4.56K | 0.13% | 75 |
|
|
2019
Q2 | $299K | Hold |
1,743
| – | – | 0.15% | 72 |
|
|
2019
Q1 | $275K | Buy |
1,743
+346
| +25% | +$54.6K | 0.14% | 70 |
|
|
2018
Q4 | $187K | Buy |
+1,397
| New | +$187K | 0.11% | 91 |
|