HDIM
Hanson & Doremus Investment Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-103
| Closed | -$25K | – | 448 |
|
|
2023
Q1 | $25K | Sell |
103
-100
| -49% | -$24.3K | 0.01% | 350 |
|
|
2022
Q4 | $49K | Sell |
203
-61
| -23% | -$14.7K | 0.01% | 303 |
|
|
2022
Q3 | $54K | Hold |
264
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $51K | Buy |
264
+50
| +23% | +$9.66K | 0.01% | 293 |
|
|
2022
Q1 | $44K | Buy |
214
+145
| +210% | +$29.8K | 0.01% | 321 |
|
|
2021
Q4 | $15K | Hold |
69
| – | – | ﹤0.01% | 398 |
|
|
2021
Q3 | $15K | Buy |
+69
| New | +$15K | ﹤0.01% | 383 |
|
|
2021
Q2 | – | Sell |
-69
| Closed | -$18K | – | 437 |
|
|
2021
Q1 | $18K | Buy |
69
+8
| +13% | +$2.09K | ﹤0.01% | 375 |
|
|
2020
Q4 | $14K | Buy |
+61
| New | +$14K | ﹤0.01% | 373 |
|
|
2019
Q2 | – | Sell |
-34
| Closed | -$5K | – | 472 |
|
|
2019
Q1 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 425 |
|