Winthrop Partners - WNY’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $48.8K | Hold |
300
| – | – | 0.03% | 180 |
|
|
2019
Q2 | $51.4K | Hold |
300
| – | – | 0.04% | 151 |
|
|
2019
Q1 | $48.7K | Hold |
300
| – | – | 0.04% | 152 |
|
|
2018
Q4 | $40.1K | Hold |
300
| – | – | 0.04% | 154 |
|
|
2018
Q3 | $43.8K | Hold |
300
| – | – | 0.04% | 180 |
|
|
2018
Q2 | $39.9K | Hold |
300
| – | – | 0.03% | 193 |
|
|
2018
Q1 | $47K | Buy |
+300
| New | +$47K | 0.04% | 214 |
|