Total Clarity Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-480
| Closed | -$93K | – | 345 |
|
2022
Q2 | $93K | Buy |
+480
| New | +$93K | 0.05% | 328 |
|
2022
Q1 | – | Sell |
-480
| Closed | -$105K | – | 338 |
|
2021
Q4 | $105K | Hold |
480
| – | – | 0.05% | 305 |
|
2021
Q3 | $108K | Buy |
+480
| New | +$108K | 0.05% | 294 |
|
2021
Q2 | – | Sell |
-400
| Closed | -$104K | – | 289 |
|
2021
Q1 | $104K | Buy |
+400
| New | +$104K | 0.06% | 237 |
|
2020
Q1 | – | Sell |
-400
| Closed | -$72K | – | 178 |
|
2019
Q4 | $72K | Buy |
+400
| New | +$72K | 0.05% | 216 |
|