FormulaFolio Investments’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $11K | Sell |
40
-858
| -96% | -$236K | ﹤0.01% | 245 |
|
|
2020
Q4 | $204K | Buy |
+898
| New | +$204K | ﹤0.01% | 630 |
|
|
2020
Q1 | – | Sell |
-1,805
| Closed | -$323K | – | 299 |
|
|
2019
Q4 | $323K | Sell |
1,805
-141
| -7% | -$25.2K | 0.01% | 295 |
|
|
2019
Q3 | $317K | Sell |
1,946
-136
| -7% | -$22.2K | 0.01% | 272 |
|
|
2019
Q2 | $357K | Buy |
2,082
+140
| +7% | +$24K | 0.02% | 244 |
|
|
2019
Q1 | $307K | Buy |
+1,942
| New | +$307K | 0.01% | 263 |
|
|
2017
Q3 | – | Sell |
-6,527
| Closed | -$1.06M | – | 223 |
|
|
2017
Q2 | $1.06M | Buy |
+6,527
| New | +$1.06M | 0.1% | 64 |
|