United Asset Strategies’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,491
Closed -$404K 194
2018
Q1
$404K Buy
2,491
+315
+14% +$51.1K 0.12% 146
2017
Q4
$384K Sell
2,176
-214
-9% -$37.8K 0.1% 147
2017
Q3
$402K Buy
+2,390
New +$402K 0.23% 90