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 |
|