WFG Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $106K | Sell |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $192K | Buy |
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|
2016
Q1 | $166K | Buy |
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|
2015
Q4 | $123K | Buy |
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|
2015
Q3 | $1K | Hold |
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|
2015
Q2 | $1K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $167K | Buy |
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|
2014
Q3 | $29K | Hold |
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|
2014
Q2 | $34K | Hold |
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|
2014
Q1 | $33K | Buy |
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|
2013
Q4 | $23K | Sell |
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|
2013
Q3 | $43K | Buy |
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|
2013
Q2 | $16K | Buy |
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