Grassi Investment Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $225K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $402K | Hold |
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|
2015
Q2 | $486K | Hold |
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|
2015
Q1 | $514K | Hold |
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|
2014
Q4 | $534K | Sell |
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|
2014
Q3 | $1.13M | Buy |
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|
2014
Q2 | $1.32M | Sell |
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|
2014
Q1 | $1.29M | Buy |
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|
2013
Q4 | $1.01M | Buy |
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|
2013
Q3 | $325K | Hold |
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|
2013
Q2 | $265K | Buy |
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