WESPAC Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,802
| Closed | -$495K | – | 150 |
|
|
2017
Q4 | $495K | Sell |
2,802
-1,316
| -32% | -$232K | 0.46% | 67 |
|
|
2017
Q3 | $692K | Sell |
4,118
-31
| -0.7% | -$5.21K | 0.46% | 69 |
|
|
2017
Q2 | $673K | Buy |
4,149
+1,340
| +48% | +$217K | 0.46% | 66 |
|
|
2017
Q1 | $425K | Sell |
2,809
-255
| -8% | -$38.6K | 0.49% | 71 |
|
|
2016
Q4 | $419K | Buy |
+3,064
| New | +$419K | 0.47% | 65 |
|