Integrated Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-204
| Closed | -$26K | – | 369 |
|
|
2016
Q3 | $26K | Buy |
+204
| New | +$26K | 0.01% | 540 |
|
|
2016
Q1 | – | Sell |
-29
| Closed | -$3K | – | 1205 |
|
|
2015
Q4 | $3K | Sell |
29
-25
| -46% | -$2.59K | ﹤0.01% | 1009 |
|
|
2015
Q3 | $6K | Sell |
54
-14
| -21% | -$1.56K | ﹤0.01% | 882 |
|
|
2015
Q2 | $9K | Sell |
68
-4
| -6% | -$529 | ﹤0.01% | 812 |
|
|
2015
Q1 | $9K | Buy |
+72
| New | +$9K | ﹤0.01% | 786 |
|