Legend Financial Advisors’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 |
-47
| Closed | -$13K | – | 182 |
|
|
2024
Q2 | $13K | Hold |
47
| – | – | 0.01% | 130 |
|
|
2024
Q1 | $13.8K | Hold |
47
| – | – | 0.01% | 116 |
|
|
2023
Q4 | $11.3K | Hold |
47
| – | – | 0.01% | 119 |
|
|
2023
Q3 | $10.7K | Hold |
47
| – | – | 0.01% | 134 |
|
|
2023
Q2 | $11.5K | Hold |
47
| – | – | 0.01% | 142 |
|
|
2023
Q1 | $11.2K | Hold |
47
| – | – | 0.01% | 148 |
|
|
2022
Q4 | $11.4K | Hold |
47
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $9.57K | Buy |
+47
| New | +$9.57K | 0.01% | 151 |
|