Integrated Wealth Counsel’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $10K | Hold |
74
| – | – | 0.02% | 162 |
|
|
2016
Q3 | $9K | Buy |
+74
| New | +$9K | 0.02% | 161 |
|
|
2014
Q2 | – | Sell |
-10
| Closed | -$1K | – | 100 |
|
|
2014
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 163 |
|
|
2013
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 190 |
|
|
2013
Q3 | $1.33K | Buy |
+10
| New | +$1.33K | ﹤0.01% | 192 |
|