One Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,154
| Closed | -$207K | – | 98 |
|
|
2019
Q4 | $207K | Buy |
+1,154
| New | +$207K | 0.15% | 103 |
|
|
2018
Q4 | – | Sell |
-69
| Closed | -$10K | – | 175 |
|
|
2018
Q3 | $10K | Buy |
69
+9
| +15% | +$1.3K | 0.01% | 352 |
|
|
2018
Q2 | $8K | Sell |
60
-449
| -88% | -$59.9K | 0.01% | 349 |
|
|
2018
Q1 | $83K | Sell |
509
-484
| -49% | -$78.9K | 0.07% | 194 |
|
|
2017
Q4 | $175K | Buy |
+993
| New | +$175K | 0.14% | 134 |
|