US Financial Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-140
| Closed | -$12K | – | 492 |
|
|
2015
Q4 | $12K | Buy |
140
+102
| +268% | +$8.74K | 0.01% | 294 |
|
|
2015
Q3 | $4K | Hold |
38
| – | – | 0.01% | 318 |
|
|
2015
Q2 | $5K | Sell |
38
-102
| -73% | -$13.4K | ﹤0.01% | 281 |
|
|
2015
Q1 | $19K | Hold |
140
| – | – | 0.02% | 196 |
|
|
2014
Q4 | $20K | Buy |
+140
| New | +$20K | 0.02% | 182 |
|