Windsor Financial Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $227K | Hold |
1,400
| – | – | 0.11% | 69 |
|
|
2017
Q1 | $212K | Buy |
+1,400
| New | +$212K | 0.1% | 70 |
|
|
2016
Q4 | – | Sell |
-1,600
| Closed | -$205K | – | 76 |
|
|
2016
Q3 | $205K | Buy |
+1,600
| New | +$205K | 0.1% | 74 |
|
|
2015
Q3 | – | Sell |
-2,580
| Closed | -$338K | – | 81 |
|
|
2015
Q2 | $338K | Hold |
2,580
| – | – | 0.15% | 70 |
|
|
2015
Q1 | $358K | Sell |
2,580
-40
| -2% | -$5.55K | 0.16% | 70 |
|
|
2014
Q4 | $378K | Hold |
2,620
| – | – | 0.18% | 64 |
|
|
2014
Q3 | $346K | Buy |
+2,620
| New | +$346K | 0.17% | 66 |
|