Winifred I. Li’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $140K | Hold |
970
| – | – | 0.13% | 149 |
|
2014
Q3 | $128K | Hold |
970
| – | – | 0.12% | 152 |
|
2014
Q2 | $150K | Sell |
970
-10
| -1% | -$1.55K | 0.13% | 149 |
|
2014
Q1 | $146K | Hold |
980
| – | – | 0.13% | 151 |
|
2013
Q4 | $138K | Hold |
980
| – | – | 0.12% | 151 |
|
2013
Q3 | $130K | Hold |
980
| – | – | 0.12% | 152 |
|
2013
Q2 | $106K | Buy |
+980
| New | +$106K | 0.1% | 174 |
|