OPA
Old Port Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-616
| Closed | -$215K | – | 225 |
|
|
2024
Q4 | $215K | Buy |
+616
| New | +$215K | 0.06% | 215 |
|
|
2021
Q3 | – | Sell |
-856
| Closed | -$205K | – | 216 |
|
|
2021
Q2 | $205K | Sell |
856
-66
| -7% | -$15.8K | 0.07% | 215 |
|
|
2021
Q1 | $239K | Buy |
+922
| New | +$239K | 0.09% | 188 |
|