Ten Capital Wealth 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 | $218K | Buy |
893
+604
| +209% | +$147K | 0.06% | 121 |
|
2023
Q1 | $69K | Buy |
289
+115
| +66% | +$27.5K | 0.02% | 195 |
|
2022
Q4 | $42.2K | Hold |
174
| – | – | 0.02% | 182 |
|
2022
Q3 | $35K | Buy |
+174
| New | +$35K | 0.02% | 179 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 457 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 489 |
|