Walter & Keenan Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $211K | Hold |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $726K | Sell |
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|
2020
Q2 | $769K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $741K | Hold |
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|
2019
Q3 | $673K | Buy |
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|
2019
Q2 | $624K | Buy |
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|
2019
Q1 | $496K | Hold |
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|
2018
Q4 | $420K | Buy |
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|
2018
Q3 | $386 | Hold |
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|
2018
Q2 | $351K | Sell |
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|
2018
Q1 | $502K | Buy |
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