JIP
Jaffetilchin Investment Partners’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+663
| New | +$217K | 0.01% | 396 |
|
|
2024
Q4 | – | Sell |
-569
| Closed | -$184K | – | 530 |
|
|
2024
Q3 | $184K | Buy |
+569
| New | +$184K | 0.01% | 364 |
|
|
2021
Q3 | – | Sell |
-3,541
| Closed | -$863K | – | 368 |
|
|
2021
Q2 | $863K | Buy |
3,541
+1,541
| +77% | +$376K | 0.06% | 191 |
|
|
2021
Q1 | $518K | Buy |
+2,000
| New | +$518K | 0.06% | 193 |
|
|
2019
Q2 | – | Sell |
-4,801
| Closed | -$758K | – | 270 |
|
|
2019
Q1 | $758K | Buy |
+4,801
| New | +$758K | 0.17% | 99 |
|
|
2018
Q4 | – | Sell |
-2,265
| Closed | -$331K | – | 271 |
|
|
2018
Q3 | $331K | Buy |
+2,265
| New | +$331K | 0.07% | 216 |
|
|
2018
Q2 | – | Sell |
-1,435
| Closed | -$233K | – | 305 |
|
|
2018
Q1 | $233K | Sell |
1,435
-317
| -18% | -$51.5K | 0.05% | 284 |
|
|
2017
Q4 | $309K | Buy |
+1,752
| New | +$309K | 0.1% | 186 |
|
|
2014
Q4 | – | Sell |
-2,880
| Closed | -$380K | – | 196 |
|
|
2014
Q3 | $380K | Buy |
+2,880
| New | +$380K | 0.14% | 125 |
|
|
2014
Q2 | – | Sell |
-2,370
| Closed | -$353K | – | 206 |
|
|
2014
Q1 | $353K | Buy |
2,370
+13
| +0.6% | +$1.94K | 0.14% | 119 |
|
|
2013
Q4 | $332K | Buy |
2,357
+140
| +6% | +$19.7K | 0.16% | 118 |
|
|
2013
Q3 | $295K | Sell |
2,217
-62
| -3% | -$8.25K | 0.17% | 121 |
|
|
2013
Q2 | $247K | Buy |
+2,279
| New | +$247K | 0.17% | 156 |
|