YorkBridge Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-180
| Closed | -$24K | – | 765 |
|
|
2018
Q2 | $24K | Hold |
180
| – | – | 0.01% | 486 |
|
|
2018
Q1 | $29K | Hold |
180
| – | – | 0.01% | 440 |
|
|
2017
Q4 | $32K | Hold |
180
| – | – | 0.02% | 420 |
|
|
2017
Q3 | $30K | Hold |
180
| – | – | 0.02% | 438 |
|
|
2017
Q2 | $29K | Hold |
180
| – | – | 0.02% | 442 |
|
|
2017
Q1 | $29K | Hold |
180
| – | – | 0.02% | 437 |
|
|
2016
Q4 | $25K | Buy |
+180
| New | +$25K | 0.01% | 441 |
|