Omnia Family Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12
| Closed | -$2K | – | 188 |
|
|
2019
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 446 |
|
|
2018
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 396 |
|
|
2018
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 429 |
|
|
2018
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 411 |
|
|
2018
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 421 |
|
|
2017
Q4 | $2K | Sell |
12
-22
| -65% | -$3.67K | ﹤0.01% | 424 |
|
|
2017
Q3 | $6K | Hold |
34
| – | – | ﹤0.01% | 318 |
|
|
2017
Q2 | $6K | Hold |
34
| – | – | ﹤0.01% | 350 |
|
|
2017
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 370 |
|
|
2016
Q4 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 369 |
|