Surevest’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.42M | Buy |
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|
2022
Q2 | $3.19M | Buy |
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|
2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $4.18M | Buy |
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|
2021
Q2 | $4.23M | Sell |
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|
2021
Q1 | $4.78M | Sell |
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|
2020
Q4 | $4.48M | Buy |
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|
2020
Q3 | $4.16M | Sell |
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|
2020
Q2 | $3.44M | Buy |
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|
2020
Q1 | $2.49M | Buy |
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|
2019
Q4 | $2.2M | Buy |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.39M | Buy |
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|
2019
Q1 | $744K | Buy |
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|
2018
Q4 | $252K | Buy |
|