LWM
Lyons Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,094
| Closed | -$921K | – | 52 |
|
|
2017
Q1 | $921K | Buy |
6,094
+130
| +2% | +$19.6K | 0.97% | 13 |
|
|
2016
Q4 | $816K | Sell |
5,964
-722
| -11% | -$98.8K | 1.11% | 20 |
|
|
2016
Q3 | $856K | Sell |
6,686
-312
| -4% | -$39.9K | 1.18% | 16 |
|
|
2016
Q2 | $786K | Buy |
+6,998
| New | +$786K | 1.19% | 23 |
|
|
2015
Q3 | – | Sell |
-7,127
| Closed | -$933K | – | 50 |
|
|
2015
Q2 | $933K | Sell |
7,127
-156
| -2% | -$20.4K | 1.06% | 23 |
|
|
2015
Q1 | $1.01M | Buy |
+7,283
| New | +$1.01M | 1.1% | 28 |
|
|
2014
Q3 | – | Sell |
-7,635
| Closed | -$1.17M | – | 61 |
|
|
2014
Q2 | $1.17M | Buy |
+7,635
| New | +$1.17M | 1.05% | 14 |
|