Householder Group Estate & Retirement Specialist’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-49
| Closed | -$15K | – | 662 |
|
|
2024
Q3 | $15K | Sell |
49
-1
| -2% | -$306 | ﹤0.01% | 744 |
|
|
2024
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 765 |
|
|
2024
Q1 | $14.7K | Hold |
50
| – | – | ﹤0.01% | 730 |
|
|
2023
Q4 | $11K | Buy |
50
+20
| +67% | +$4.4K | ﹤0.01% | 739 |
|
|
2023
Q3 | $6.85K | Buy |
+30
| New | +$6.85K | ﹤0.01% | 868 |
|
|
2023
Q1 | $7K | Buy |
+30
| New | +$7K | ﹤0.01% | 879 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$6K | – | 463 |
|
|
2022
Q3 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 832 |
|