KWILP
Kiwi Wealth Investments Limited Partnership’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,383
| Closed | -$4.88M | – | 218 |
|
|
2021
Q4 | $4.88M | Sell |
22,383
-18,081
| -45% | -$3.94M | 0.23% | 118 |
|
|
2021
Q3 | $9.09M | Buy |
40,464
+7,013
| +21% | +$1.57M | 0.46% | 57 |
|
|
2021
Q2 | $8.16M | Buy |
+33,451
| New | +$8.16M | 0.42% | 63 |
|
|
2020
Q1 | – | Sell |
-22,426
| Closed | -$4.01M | – | 175 |
|
|
2019
Q4 | $4.01M | Buy |
+22,426
| New | +$4.01M | 0.29% | 94 |
|
|
2017
Q4 | – | Sell |
-24,025
| Closed | -$4.04M | – | 156 |
|
|
2017
Q3 | $4.04M | Buy |
24,025
+9,023
| +60% | +$1.52M | 0.49% | 59 |
|
|
2017
Q2 | $2.43M | Sell |
15,002
-2,861
| -16% | -$464K | 0.22% | 79 |
|
|
2017
Q1 | $2.7M | Sell |
17,863
-1,779
| -9% | -$269K | 0.22% | 94 |
|
|
2016
Q4 | $2.68M | Buy |
+19,642
| New | +$2.68M | 0.23% | 75 |
|