Laffer Tengler Investments’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-34
| Closed | -$9.42K | – | 213 |
|
2024
Q2 | $9.42K | Hold |
34
| – | – | ﹤0.01% | 314 |
|
2024
Q1 | $10K | Buy |
+34
| New | +$10K | ﹤0.01% | 303 |
|
2023
Q4 | – | Sell |
-151
| Closed | -$34.5K | – | 419 |
|
2023
Q3 | $34.5K | Buy |
+151
| New | +$34.5K | 0.01% | 253 |
|
2023
Q1 | – | Sell |
-34
| Closed | -$8.24K | – | 408 |
|
2022
Q4 | $8.24K | Buy |
+34
| New | +$8.24K | ﹤0.01% | 379 |
|
2016
Q4 | – | Sell |
-10,295
| Closed | -$1.32M | – | 231 |
|
2016
Q3 | $1.32M | Hold |
10,295
| – | – | 0.37% | 102 |
|
2016
Q2 | $1.16M | Buy |
+10,295
| New | +$1.16M | 0.33% | 126 |
|