KB Financial Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $819K | Buy |
3,585
+45
| +1% | +$10.3K | 0.23% | 47 |
|
2023
Q2 | $868K | Buy |
3,540
+3,382
| +2,141% | +$829K | 0.24% | 47 |
|
2023
Q1 | $38K | Sell |
158
-76
| -32% | -$18.3K | 0.01% | 289 |
|
2022
Q4 | $57K | Hold |
234
| – | – | 0.02% | 246 |
|
2022
Q3 | $48K | Buy |
234
+46
| +24% | +$9.44K | 0.02% | 250 |
|
2022
Q2 | $36K | Sell |
188
-1,188
| -86% | -$227K | 0.01% | 277 |
|
2022
Q1 | $282K | Buy |
1,376
+159
| +13% | +$32.6K | 0.08% | 152 |
|
2021
Q4 | $265K | Buy |
+1,217
| New | +$265K | 0.08% | 150 |
|
2021
Q3 | – | Sell |
-136
| Closed | -$33K | – | 244 |
|
2021
Q2 | $33K | Buy |
136
+44
| +48% | +$10.7K | 0.01% | 301 |
|
2021
Q1 | $24K | Buy |
+92
| New | +$24K | 0.01% | 337 |
|