TA
Tiedemann Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $247K | Buy |
1,080
+8
| +0.7% | +$1.83K | 0.01% | 235 |
|
|
2023
Q2 | $263K | Buy |
1,072
+8
| +0.8% | +$1.96K | 0.01% | 214 |
|
|
2023
Q1 | $254K | Buy |
1,064
+7
| +0.7% | +$1.67K | 0.01% | 212 |
|
|
2022
Q4 | $256K | Buy |
1,057
+6
| +0.6% | +$1.45K | 0.01% | 208 |
|
|
2022
Q3 | $214K | Sell |
1,051
-2
| -0.2% | -$407 | 0.01% | 210 |
|
|
2022
Q2 | $204K | Sell |
1,053
-8
| -0.8% | -$1.55K | 0.02% | 211 |
|
|
2022
Q1 | $217K | Buy |
1,061
+33
| +3% | +$6.75K | 0.01% | 263 |
|
|
2021
Q4 | $224K | Buy |
1,028
+7
| +0.7% | +$1.53K | 0.01% | 260 |
|
|
2021
Q3 | $229K | Sell |
1,021
-29
| -3% | -$6.5K | 0.01% | 269 |
|
|
2021
Q2 | $256K | Sell |
1,050
-39
| -4% | -$9.51K | 0.01% | 309 |
|
|
2021
Q1 | $283K | Buy |
+1,089
| New | +$283K | 0.01% | 269 |
|
|
2020
Q4 | – | Sell |
-1,526
| Closed | -$322K | – | 321 |
|
|
2020
Q3 | $322K | Sell |
1,526
-135
| -8% | -$28.5K | 0.02% | 254 |
|
|
2020
Q2 | $289K | Buy |
1,661
+125
| +8% | +$21.7K | 0.02% | 251 |
|
|
2020
Q1 | $208K | Sell |
1,536
-28
| -2% | -$3.79K | 0.01% | 271 |
|
|
2019
Q4 | $279K | Buy |
+1,564
| New | +$279K | 0.01% | 254 |
|
|
2017
Q3 | – | Sell |
-1,788
| Closed | -$290K | – | 364 |
|
|
2017
Q2 | $290K | Buy |
+1,788
| New | +$290K | 0.02% | 368 |
|