MCIA
Mountain Capital Investment Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,264
| Closed | -$305K | – | 49 |
|
|
2023
Q4 | $305K | Buy |
+1,264
| New | +$305K | 0.1% | 48 |
|
|
2020
Q1 | – | Sell |
-2,083
| Closed | -$363K | – | 46 |
|
|
2019
Q4 | $363K | Sell |
2,083
-237
| -10% | -$41.3K | 0.16% | 29 |
|
|
2019
Q3 | $377K | Buy |
2,320
+179
| +8% | +$29.1K | 0.33% | 29 |
|
|
2019
Q2 | $323K | Buy |
2,141
+333
| +18% | +$50.2K | 0.3% | 35 |
|
|
2019
Q1 | $285K | Buy |
+1,808
| New | +$285K | 0.31% | 31 |
|
|
2017
Q4 | – | Sell |
-336
| Closed | -$56K | – | 106 |
|
|
2017
Q3 | $56K | Hold |
336
| – | – | 0.05% | 110 |
|
|
2017
Q2 | $55K | Buy |
+336
| New | +$55K | 0.05% | 124 |
|