TD Ameritrade Investment Management’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5
Closed -$1K 88
2023
Q2
$1K Sell
5
-21
-81% -$4.2K ﹤0.01% 499
2023
Q1
$6K Sell
26
-19
-42% -$4.39K ﹤0.01% 415
2022
Q4
$11K Sell
45
-154
-77% -$37.6K ﹤0.01% 375
2022
Q3
$40K Buy
199
+168
+542% +$33.8K ﹤0.01% 287
2022
Q2
$6K Sell
31
-61
-66% -$11.8K ﹤0.01% 457
2022
Q1
$19K Sell
92
-2,268
-96% -$468K ﹤0.01% 421
2021
Q4
$515K Sell
2,360
-107
-4% -$23.4K ﹤0.01% 178
2021
Q3
$521K Buy
2,467
+266
+12% +$56.2K ﹤0.01% 152
2021
Q2
$537K Buy
2,201
+143
+7% +$34.9K ﹤0.01% 162
2021
Q1
$467K Hold
2,058
﹤0.01% 158
2020
Q4
$467K Sell
2,058
-409
-17% -$92.8K ﹤0.01% 158
2020
Q3
$521K Buy
2,467
+160
+7% +$33.8K ﹤0.01% 152
2020
Q2
$400K Sell
2,307
-304
-12% -$52.7K ﹤0.01% 173
2020
Q1
$353K Sell
2,611
-412
-14% -$55.7K ﹤0.01% 175
2019
Q4
$541K Buy
3,023
+152
+5% +$27.2K ﹤0.01% 165
2019
Q3
$467K Buy
2,871
+517
+22% +$84.1K ﹤0.01% 163
2019
Q2
$403K Buy
2,354
+570
+32% +$97.6K ﹤0.01% 163
2019
Q1
$282K Buy
1,784
+574
+47% +$90.7K ﹤0.01% 168
2018
Q4
$162K Buy
1,210
+541
+81% +$72.4K ﹤0.01% 167
2018
Q3
$98K Buy
669
+595
+804% +$87.2K ﹤0.01% 175
2018
Q2
$10K Buy
+74
New +$10K ﹤0.01% 232