Kovack Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,306
| Closed | -$267K | – | 603 |
|
|
2022
Q1 | $267K | Buy |
+1,306
| New | +$267K | 0.03% | 557 |
|
|
2021
Q4 | – | Sell |
-1,418
| Closed | -$318K | – | 695 |
|
|
2021
Q3 | $318K | Sell |
1,418
-26
| -2% | -$5.83K | 0.03% | 505 |
|
|
2021
Q2 | $352K | Buy |
1,444
+125
| +9% | +$30.5K | 0.04% | 455 |
|
|
2021
Q1 | $342K | Buy |
+1,319
| New | +$342K | 0.04% | 410 |
|