Intercontinental Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $315K | Buy |
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|
2021
Q1 | $271K | Hold |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $33K | Sell |
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|
2019
Q3 | $104K | Hold |
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|
2019
Q2 | $110K | Buy |
|