Marietta 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
Q1 | – | Sell |
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|
2019
Q4 | $488K | Sell |
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|
2019
Q3 | $472K | Sell |
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|
2019
Q2 | $732K | Sell |
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|
2019
Q1 | $695K | Sell |
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|
2018
Q4 | $629K | Sell |
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|
2018
Q3 | $1.94M | Sell |
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|
2018
Q2 | $1.82M | Buy |
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|
2018
Q1 | $1.81M | Buy |
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|
2017
Q4 | $605K | Sell |
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|
2017
Q3 | $635K | Buy |
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|
2017
Q2 | $584K | Sell |
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|
2017
Q1 | $616K | Buy |
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|
2016
Q4 | $546K | Buy |
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