RE Dickinson Investment Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-107
| Closed | -$26K | – | 391 |
|
|
2023
Q1 | $26K | Hold |
107
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $26K | Hold |
107
| – | – | 0.01% | 186 |
|
|
2022
Q3 | $22K | Hold |
107
| – | – | 0.02% | 103 |
|
|
2022
Q2 | $21 | Hold |
107
| – | – | ﹤0.01% | 122 |
|
|
2022
Q1 | $22K | Hold |
107
| – | – | 0.01% | 137 |
|
|
2021
Q4 | $23K | Buy |
+107
| New | +$23K | 0.02% | 127 |
|