Sutton 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 | $45K | Sell |
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|
2023
Q2 | $49.5K | Buy |
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|
2023
Q1 | $23.9K | Sell |
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|
2022
Q4 | $349K | Hold |
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|
2022
Q3 | $293K | Hold |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $300K | Hold |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $192K | Buy |
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|
2019
Q4 | $253K | Hold |
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|
2019
Q3 | $230K | Hold |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $186K | Hold |
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|
2018
Q3 | $204K | Hold |
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|
2018
Q2 | $186K | Hold |
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|
2018
Q1 | $226K | Hold |
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|
2017
Q4 | $246K | Sell |
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|
2017
Q3 | $245K | Hold |
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|
2017
Q2 | $236K | Hold |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $199K | Buy |
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|
2016
Q3 | $185K | Sell |
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|
2016
Q2 | $176K | Hold |
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|
2016
Q1 | $172K | Buy |
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