Swaine & Leidel Wealth Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-17,017
| Closed | -$3.05M | – | 55 |
|
|
2019
Q4 | $3.05M | Buy |
17,017
+5,879
| +53% | +$1.05M | 2.54% | 17 |
|
|
2019
Q3 | $2.58M | Buy |
11,138
+79
| +0.7% | +$18.3K | 2.34% | 18 |
|
|
2019
Q2 | $2.3M | Buy |
11,059
+144
| +1% | +$29.9K | 2.46% | 13 |
|
|
2019
Q1 | $2.09M | Buy |
10,915
+2,561
| +31% | +$491K | 2.65% | 9 |
|
|
2018
Q4 | $1.29M | Buy |
+8,354
| New | +$1.29M | 2.05% | 29 |
|