Personal CFO Solutions’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,088
| Closed | -$321K | – | 544 |
|
|
2024
Q1 | $321K | Buy |
1,088
+111
| +11% | +$32.7K | 0.05% | 375 |
|
|
2023
Q4 | $234K | Buy |
+977
| New | +$234K | 0.04% | 444 |
|
|
2023
Q3 | – | Sell |
-990
| Closed | -$243K | – | 460 |
|
|
2023
Q2 | $243K | Buy |
990
+20
| +2% | +$4.9K | 0.05% | 391 |
|
|
2023
Q1 | $232K | Buy |
970
+69
| +8% | +$16.5K | 0.05% | 401 |
|
|
2022
Q4 | $218K | Buy |
+901
| New | +$218K | 0.05% | 397 |
|
|
2020
Q4 | – | Sell |
-3,146
| Closed | -$1K | – | 383 |
|
|
2020
Q3 | $1K | Buy |
3,146
+471
| +18% | +$150 | 0.33% | 65 |
|
|
2020
Q2 | $464K | Buy |
2,675
+164
| +7% | +$28.4K | 0.14% | 141 |
|
|
2020
Q1 | $340K | Sell |
2,511
-1,531
| -38% | -$207K | 0.12% | 155 |
|
|
2019
Q4 | $721K | Buy |
4,042
+1,683
| +71% | +$300K | 0.21% | 103 |
|
|
2019
Q3 | $472K | Buy |
+2,359
| New | +$472K | 0.19% | 135 |
|