Lenox Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $9K | Hold |
44
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $10K | Sell |
44
-4
| -8% | -$909 | ﹤0.01% | 507 |
|
|
2021
Q3 | $11K | Buy |
48
+4
| +9% | +$917 | ﹤0.01% | 453 |
|
|
2021
Q2 | $11K | Buy |
+44
| New | +$11K | ﹤0.01% | 461 |
|
|
2020
Q1 | – | Sell |
-143
| Closed | -$26K | – | 790 |
|
|
2019
Q4 | $26K | Sell |
143
-49
| -26% | -$8.91K | ﹤0.01% | 291 |
|
|
2019
Q3 | $31K | Sell |
192
-3
| -2% | -$484 | 0.01% | 216 |
|
|
2019
Q2 | $33K | Buy |
+195
| New | +$33K | 0.01% | 172 |
|
|
2018
Q3 | – | Sell |
-61
| Closed | -$8K | – | 433 |
|
|
2018
Q2 | $8K | Sell |
61
-20
| -25% | -$2.62K | ﹤0.01% | 399 |
|
|
2018
Q1 | $13K | Buy |
81
+61
| +305% | +$9.79K | ﹤0.01% | 319 |
|
|
2017
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 237 |
|
|
2015
Q4 | – | Sell |
-175
| Closed | -$19K | – | 513 |
|
|
2015
Q3 | $19K | Buy |
+175
| New | +$19K | 0.01% | 135 |
|
|
2014
Q1 | – | Sell |
-30
| Closed | -$4K | – | 211 |
|
|
2013
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 246 |
|