Fulcrum Equity Management’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 |
-940
| Closed | -$211K | – | 181 |
|
2021
Q3 | $211K | Sell |
940
-40
| -4% | -$8.98K | 0.08% | 170 |
|
2021
Q2 | $239K | Buy |
+980
| New | +$239K | 0.09% | 165 |
|
2019
Q3 | – | Sell |
-2,397
| Closed | -$359K | – | 234 |
|
2019
Q2 | $359K | Buy |
2,397
+627
| +35% | +$93.9K | 0.17% | 65 |
|
2019
Q1 | $279K | Buy |
1,770
+18
| +1% | +$2.84K | 0.1% | 82 |
|
2018
Q4 | $234K | Buy |
+1,752
| New | +$234K | 0.09% | 71 |
|