IMS Capital Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-435
| Closed | -$63K | – | 170 |
|
|
2018
Q3 | $63K | Buy |
+435
| New | +$63K | 0.04% | 181 |
|
|
2014
Q1 | – | Sell |
-3,547
| Closed | -$500K | – | 156 |
|
|
2013
Q4 | $500K | Sell |
3,547
-2,595
| -42% | -$366K | 0.63% | 62 |
|
|
2013
Q3 | $816K | Sell |
6,142
-330
| -5% | -$43.8K | 1.13% | 24 |
|
|
2013
Q2 | $702K | Buy |
+6,472
| New | +$702K | 1.01% | 41 |
|