TFO Wealth Partners’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 |
-3
| Closed | -$884 | – | 200 |
|
|
2024
Q1 | $884 | Sell |
3
-3
| -50% | -$884 | ﹤0.01% | 178 |
|
|
2023
Q4 | $1.44K | Sell |
6
-102
| -94% | -$24.4K | ﹤0.01% | 160 |
|
|
2023
Q3 | $26.5K | Buy |
108
+3
| +3% | +$735 | 0.01% | 127 |
|
|
2023
Q2 | $25.7K | Buy |
105
+102
| +3,400% | +$25K | 0.01% | 118 |
|
|
2023
Q1 | $717 | Sell |
3
-6
| -67% | -$1.43K | ﹤0.01% | 196 |
|
|
2022
Q4 | $1.2K | Sell |
9
-70
| -89% | -$9.36K | ﹤0.01% | 327 |
|
|
2022
Q3 | $16K | Buy |
79
+45
| +132% | +$9.11K | ﹤0.01% | 74 |
|
|
2022
Q2 | $7K | Buy |
+34
| New | +$7K | ﹤0.01% | 161 |
|