Legacy Wealth Planning’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $374K | Sell |
|
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|
2021
Q3 | $388K | Hold |
|
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|
2021
Q2 | $421K | Hold |
|
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $392K | Hold |
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|
2020
Q3 | $364K | Hold |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $319K | Buy |
|