IWP
Icon Wealth Partners’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,512
| Closed | -$1.65M | – | 267 |
|
|
2020
Q2 | $1.65M | Buy |
+9,512
| New | +$1.65M | 0.4% | 47 |
|
|
2018
Q3 | – | Sell |
-280
| Closed | -$37K | – | 360 |
|
|
2018
Q2 | $37K | Buy |
+280
| New | +$37K | 0.02% | 447 |
|
|
2018
Q1 | – | Sell |
-376
| Closed | -$66K | – | 350 |
|
|
2017
Q4 | $66K | Buy |
+376
| New | +$66K | 0.03% | 345 |
|