LFASL
Lugano Financial Advisors SA (LFA)’s Cummins CMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-910
| Closed | -$207K | – | 101 |
|
2020
Q4 | $207K | Hold |
910
| – | – | 0.16% | 61 |
|
2020
Q3 | $189K | Hold |
910
| – | – | 0.18% | 63 |
|
2020
Q2 | $157K | Hold |
910
| – | – | 0.17% | 65 |
|
2020
Q1 | $146K | Hold |
910
| – | – | 0.13% | 79 |
|
2019
Q4 | $163K | Buy |
+910
| New | +$163K | 0.12% | 81 |
|