Whitegate Investment Counselors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-920
| Closed | -$207K | – | 91 |
|
|
2021
Q3 | $207K | Hold |
920
| – | – | 0.03% | 218 |
|
|
2021
Q2 | $224K | Hold |
920
| – | – | 0.03% | 213 |
|
|
2021
Q1 | $238K | Hold |
920
| – | – | 0.04% | 196 |
|
|
2020
Q4 | $209K | Buy |
+920
| New | +$209K | 0.03% | 202 |
|
|
2014
Q1 | $3.16M | Buy |
+28,747
| New | +$3.16M | 0.87% | 38 |
|