Lenox Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $25K | Sell |
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|
2019
Q3 | $53K | Sell |
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|
2019
Q2 | $877K | Sell |
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|
2019
Q1 | $849K | Buy |
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|
2018
Q4 | $712K | Sell |
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|
2018
Q3 | $787K | Buy |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $29K | Sell |
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|
2017
Q4 | $50K | Hold |
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|
2017
Q3 | $47K | Hold |
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|
2017
Q2 | $46K | Hold |
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|
2017
Q1 | $42K | Hold |
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|
2016
Q4 | $38K | Hold |
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|
2016
Q3 | $36K | Buy |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $17K | Sell |
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|
2015
Q3 | $172K | Buy |
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|
2015
Q2 | $183K | Sell |
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|
2015
Q1 | $194K | Sell |
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|
2014
Q4 | $218K | Sell |
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|
2014
Q3 | $200K | Sell |
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|
2014
Q2 | $238K | Sell |
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|
2014
Q1 | $385K | Sell |
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|
2013
Q4 | $398K | Buy |
|