Krilogy Financial’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$177K | – | 772 |
|
|
2017
Q4 | $177K | Hold |
1,000
| – | – | 0.04% | 160 |
|
|
2017
Q3 | $168K | Buy |
+1,000
| New | +$168K | 0.04% | 180 |
|
|
2016
Q4 | – | Sell |
-56
| Closed | -$7K | – | 721 |
|
|
2016
Q3 | $7K | Buy |
56
+1
| +2% | +$125 | ﹤0.01% | 560 |
|
|
2016
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 587 |
|
|
2016
Q1 | $6K | Buy |
55
+1
| +2% | +$109 | ﹤0.01% | 517 |
|
|
2015
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 313 |
|
|
2015
Q3 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 440 |
|