Strategic Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $953K | Buy |
4,369
+900
| +26% | +$196K | 0.47% | 57 |
|
|
2021
Q3 | $779K | Buy |
3,469
+465
| +15% | +$104K | 0.4% | 57 |
|
|
2021
Q2 | $732K | Buy |
3,004
+59
| +2% | +$14.4K | 0.39% | 55 |
|
|
2021
Q1 | $763K | Hold |
2,945
| – | – | 0.46% | 51 |
|
|
2020
Q4 | $669K | Buy |
2,945
+200
| +7% | +$45.4K | 0.41% | 50 |
|
|
2020
Q3 | $580K | Buy |
2,745
+245
| +10% | +$51.8K | 0.43% | 50 |
|
|
2020
Q2 | $433K | Buy |
+2,500
| New | +$433K | 0.4% | 42 |
|