McNamara Financial Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$264K | – | 47 |
|
|
2015
Q4 | $264K | Sell |
3,000
-9,375
| -76% | -$825K | 0.26% | 55 |
|
|
2015
Q3 | $1.34M | Sell |
12,375
-1,877
| -13% | -$204K | 1.42% | 38 |
|
|
2015
Q2 | $1.87M | Sell |
14,252
-150
| -1% | -$19.7K | 1.77% | 31 |
|
|
2015
Q1 | $2M | Buy |
14,402
+1
| +0% | +$139 | 1.84% | 31 |
|
|
2014
Q4 | $2.08M | Buy |
+14,401
| New | +$2.08M | 1.89% | 18 |
|