DI
Disciplined Investments’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17
| Closed | -$4.17K | – | 384 |
|
|
2023
Q2 | $4.17K | Sell |
17
-2
| -11% | -$490 | ﹤0.01% | 446 |
|
|
2023
Q1 | $4.54K | Hold |
19
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $4.6K | Sell |
19
-1
| -5% | -$242 | ﹤0.01% | 415 |
|
|
2022
Q3 | $4K | Buy |
20
+1
| +5% | +$200 | ﹤0.01% | 453 |
|
|
2022
Q2 | $4K | Buy |
19
+3
| +19% | +$632 | ﹤0.01% | 471 |
|
|
2022
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 554 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$52K | – | 405 |
|
|
2020
Q2 | $52K | Hold |
300
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $41K | Hold |
300
| – | – | 0.04% | 167 |
|
|
2019
Q4 | $54K | Buy |
+300
| New | +$54K | 0.05% | 160 |
|