Wunderlich Capital Managemnt’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,871
| Closed | -$963K | – | 96 |
|
|
2015
Q3 | $963K | Buy |
8,871
+86
| +1% | +$9.34K | 0.89% | 61 |
|
|
2015
Q2 | $1.15M | Buy |
8,785
+106
| +1% | +$13.9K | 1.12% | 46 |
|
|
2015
Q1 | $1.2M | Buy |
8,679
+45
| +0.5% | +$6.22K | 1.08% | 48 |
|
|
2014
Q4 | $1.24M | Buy |
8,634
+379
| +5% | +$54.4K | 1.05% | 53 |
|
|
2014
Q3 | $1.08M | Buy |
8,255
+152
| +2% | +$19.9K | 0.97% | 69 |
|
|
2014
Q2 | $1.25M | Buy |
8,103
+18
| +0.2% | +$2.78K | 1.14% | 42 |
|
|
2014
Q1 | $1.2M | Buy |
+8,085
| New | +$1.2M | 1.13% | 43 |
|