Staton Financial Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $2.75M | Sell |
16,931
-761
| -4% | -$123K | 2.33% | 25 |
|
2017
Q1 | $2.68M | Sell |
17,692
-265
| -1% | -$40.1K | 2.3% | 24 |
|
2016
Q4 | $2.45M | Buy |
17,957
+447
| +3% | +$61.1K | 2.21% | 24 |
|
2016
Q3 | $2.24M | Buy |
17,510
+1,125
| +7% | +$144K | 2.06% | 26 |
|
2016
Q2 | $1.84M | Buy |
16,385
+2,883
| +21% | +$324K | 1.69% | 27 |
|
2016
Q1 | $1.48M | Buy |
13,502
+8,077
| +149% | +$888K | 1.42% | 28 |
|
2015
Q4 | $477K | Buy |
+5,425
| New | +$477K | 0.49% | 34 |
|