Wealthfront’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $450K | Buy |
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|
2018
Q2 | $377K | Sell |
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|
2018
Q1 | $597K | Sell |
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|
2017
Q4 | $672K | Buy |
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|
2017
Q3 | $616K | Sell |
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|
2017
Q2 | $630K | Buy |
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|
2017
Q1 | $543K | Buy |
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|
2016
Q4 | $435K | Buy |
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|
2016
Q3 | $330K | Buy |
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|
2016
Q2 | $266K | Buy |
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|
2016
Q1 | $214K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $103K | Sell |
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|
2015
Q2 | $130K | Sell |
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|
2015
Q1 | $161K | Sell |
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|
2014
Q4 | $173K | Buy |
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|
2014
Q3 | $35K | Sell |
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|
2014
Q2 | $84K | Buy |
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|
2014
Q1 | $42K | Buy |
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