Jacobus Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $186K | Hold |
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|
2017
Q2 | $180K | Hold |
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|
2017
Q1 | $168K | Hold |
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|
2016
Q4 | $151K | Hold |
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|
2016
Q3 | $142K | Hold |
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|
2016
Q2 | $125K | Hold |
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|
2016
Q1 | $122K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $286K | Hold |
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|
2015
Q2 | $345K | Hold |
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|
2015
Q1 | $365K | Hold |
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|
2014
Q4 | $380K | Sell |
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|
2014
Q3 | $362K | Hold |
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|
2014
Q2 | $423K | Sell |
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|
2014
Q1 | $421K | Buy |
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|
2013
Q4 | $366K | Buy |
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|
2013
Q3 | $265K | Hold |
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|
2013
Q2 | $216K | Buy |
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