NewFocus Financial Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.37M | Buy |
6,016
+662
| +12% | +$150K | 0.4% | 63 |
|
|
2020
Q3 | $1.13M | Buy |
5,354
+1,572
| +42% | +$332K | 0.38% | 63 |
|
|
2020
Q2 | $655K | Buy |
3,782
+1,609
| +74% | +$279K | 0.23% | 75 |
|
|
2020
Q1 | $294K | Buy |
2,173
+774
| +55% | +$105K | 0.14% | 75 |
|
|
2019
Q4 | $250K | Buy |
+1,399
| New | +$250K | 0.1% | 95 |
|