Tiedemann Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $247K | Buy |
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2023
Q2 | $263K | Buy |
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2023
Q1 | $254K | Buy |
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2022
Q4 | $256K | Buy |
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2022
Q3 | $214K | Sell |
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2022
Q2 | $204K | Sell |
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2022
Q1 | $217K | Buy |
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2021
Q4 | $224K | Buy |
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2021
Q3 | $229K | Sell |
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2021
Q2 | $256K | Sell |
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2021
Q1 | $283K | Buy |
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2020
Q4 | – | Sell |
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2020
Q3 | $322K | Sell |
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2020
Q2 | $289K | Buy |
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2020
Q1 | $208K | Sell |
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2019
Q4 | $279K | Buy |
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2017
Q3 | – | Sell |
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2017
Q2 | $290K | Buy |
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