Clearview Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15
| Closed | -$3.68K | – | 208 |
|
|
2023
Q2 | $3.68K | Hold |
15
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $3.58K | Hold |
15
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $3.63K | Buy |
+15
| New | +$3.63K | ﹤0.01% | 428 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | -$3K | – | 625 |
|
|
2021
Q4 | $3K | Sell |
15
-8
| -35% | -$1.6K | ﹤0.01% | 539 |
|
|
2021
Q3 | $5K | Sell |
23
-20
| -47% | -$4.35K | ﹤0.01% | 494 |
|
|
2021
Q2 | $10K | Buy |
+43
| New | +$10K | 0.01% | 418 |
|