Kiley Juergens Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-665
| Closed | -$97K | – | 146 |
|
|
2018
Q3 | $97K | Buy |
665
+240
| +56% | +$35K | 0.07% | 156 |
|
|
2018
Q2 | $56K | Buy |
+425
| New | +$56K | 0.05% | 190 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$17K | – | 177 |
|
|
2017
Q4 | $17K | Buy |
+100
| New | +$17K | 0.02% | 370 |
|