PWAG
Polaris Wealth Advisory Group’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,966
| Closed | -$2.93M | – | 155 |
|
|
2019
Q2 | $2.93M | Buy |
16,966
+5,870
| +53% | +$1.01M | 0.22% | 68 |
|
|
2019
Q1 | $1.8M | Buy |
11,096
+8,384
| +309% | +$1.36M | 0.14% | 83 |
|
|
2018
Q4 | $362K | Buy |
2,712
+273
| +11% | +$36.4K | 0.03% | 114 |
|
|
2018
Q3 | $356K | Buy |
+2,439
| New | +$356K | 0.02% | 120 |
|