Ropes Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $573K | Sell |
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|
2023
Q2 | $636K | Buy |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $486K | Sell |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $857K | Sell |
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|
2021
Q2 | $976K | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $847K | Sell |
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|
2020
Q3 | $923K | Sell |
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|
2020
Q2 | $808K | Buy |
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|
2020
Q1 | $614K | Sell |
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|
2019
Q4 | $848K | Sell |
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|
2019
Q3 | $773K | Sell |
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|
2019
Q2 | $815K | Buy |
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|
2019
Q1 | $742K | Buy |
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|
2018
Q4 | $624K | Sell |
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|
2018
Q3 | $693K | Buy |
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|
2018
Q2 | $588K | Hold |
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|
2018
Q1 | $716K | Hold |
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|
2017
Q4 | $780K | Buy |
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|
2017
Q3 | $627K | Hold |
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|
2017
Q2 | $605K | Buy |
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|
2017
Q1 | $554K | Buy |
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|
2016
Q4 | $368K | Buy |
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|
2016
Q3 | $254K | Sell |
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|
2016
Q2 | $223K | Buy |
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|
2016
Q1 | $124K | Sell |
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|
2015
Q4 | $105K | Hold |
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|
2015
Q3 | $129K | Buy |
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|
2015
Q2 | $131K | Sell |
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|
2015
Q1 | $277K | Buy |
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