Wealthcare Capital Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22
| Closed | -$6K | – | 184 |
|
|
2021
Q1 | $6K | Buy |
+22
| New | +$6K | ﹤0.01% | 338 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$3K | – | 326 |
|
|
2019
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 347 |
|
|
2015
Q2 | – | Sell |
-17
| Closed | -$2K | – | 477 |
|
|
2015
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 800 |
|
|
2014
Q4 | – | Sell |
-71
| Closed | -$9K | – | 207 |
|
|
2014
Q3 | $9K | Buy |
+71
| New | +$9K | ﹤0.01% | 161 |
|