Personal Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-532
| Closed | -$130K | – | 137 |
|
|
2021
Q2 | $130K | Buy |
+532
| New | +$130K | 0.05% | 103 |
|
|
2020
Q1 | – | Sell |
-537
| Closed | -$96K | – | 162 |
|
|
2019
Q4 | $96K | Hold |
537
| – | – | 0.04% | 103 |
|
|
2019
Q3 | $87K | Buy |
537
+5
| +0.9% | +$810 | 0.04% | 107 |
|
|
2019
Q2 | $91K | Buy |
+532
| New | +$91K | 0.04% | 92 |
|