Wealthspire Advisors (Maryland)’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $454K | Buy |
2,149
+172
| +9% | +$36.3K | 0.02% | 290 |
|
|
2020
Q2 | $343K | Sell |
1,977
-3
| -0.2% | -$520 | 0.02% | 314 |
|
|
2020
Q1 | $268K | Buy |
1,980
+14
| +0.7% | +$1.9K | 0.02% | 325 |
|
|
2019
Q4 | $352K | Buy |
1,966
+3
| +0.2% | +$537 | 0.02% | 341 |
|
|
2019
Q3 | $319K | Sell |
1,963
-64
| -3% | -$10.4K | 0.02% | 334 |
|
|
2019
Q2 | $347K | Buy |
2,027
+525
| +35% | +$89.9K | 0.03% | 319 |
|
|
2019
Q1 | $237K | Sell |
1,502
-10
| -0.7% | -$1.58K | 0.02% | 406 |
|
|
2018
Q4 | $202K | Buy |
1,512
+133
| +10% | +$17.8K | 0.02% | 397 |
|
|
2018
Q3 | $201K | Sell |
1,379
-491
| -26% | -$71.6K | 0.02% | 453 |
|
|
2018
Q2 | $249K | Sell |
1,870
-102
| -5% | -$13.6K | 0.02% | 401 |
|
|
2018
Q1 | $320K | Buy |
1,972
+36
| +2% | +$5.84K | 0.03% | 343 |
|
|
2017
Q4 | $342K | Sell |
1,936
-29
| -1% | -$5.12K | 0.03% | 340 |
|
|
2017
Q3 | $330K | Sell |
1,965
-51
| -3% | -$8.57K | 0.04% | 338 |
|
|
2017
Q2 | $327K | Buy |
2,016
+52
| +3% | +$8.44K | 0.04% | 327 |
|
|
2017
Q1 | $297K | Sell |
1,964
-150
| -7% | -$22.7K | 0.04% | 288 |
|
|
2016
Q4 | $289K | Sell |
2,114
-43
| -2% | -$5.88K | 0.04% | 284 |
|
|
2016
Q3 | $276K | Sell |
2,157
-77
| -3% | -$9.85K | 0.04% | 295 |
|
|
2016
Q2 | $251K | Sell |
2,234
-58
| -3% | -$6.52K | 0.04% | 303 |
|
|
2016
Q1 | $252K | Buy |
2,292
+28
| +1% | +$3.08K | 0.04% | 297 |
|
|
2015
Q4 | $199K | Buy |
+2,264
| New | +$199K | 0.04% | 360 |
|