Liberty Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-36
| Closed | -$8K | – | 333 |
|
|
2021
Q3 | $8K | Sell |
36
-3
| -8% | -$667 | ﹤0.01% | 861 |
|
|
2021
Q2 | $9K | Sell |
39
-3
| -7% | -$692 | ﹤0.01% | 670 |
|
|
2021
Q1 | $9K | Hold |
42
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $9K | Sell |
42
-5
| -11% | -$1.07K | ﹤0.01% | 606 |
|
|
2020
Q3 | $10K | Sell |
47
-22
| -32% | -$4.68K | 0.01% | 512 |
|
|
2020
Q2 | $10K | Buy |
69
+41
| +146% | +$5.94K | 0.01% | 487 |
|
|
2020
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 605 |
|
|
2019
Q4 | $5K | Hold |
28
| – | – | ﹤0.01% | 657 |
|
|
2019
Q3 | $5K | Buy |
28
+6
| +27% | +$1.07K | ﹤0.01% | 624 |
|
|
2019
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 688 |
|
|
2019
Q1 | $3K | Sell |
22
-27
| -55% | -$3.68K | ﹤0.01% | 583 |
|
|
2018
Q4 | $6K | Buy |
+49
| New | +$6K | ﹤0.01% | 504 |
|