Trinity Legacy Partners’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 | – | Sell |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $477K | Buy |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $387K | Buy |
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|
2020
Q3 | $343K | Buy |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.13M | Sell |
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|
2019
Q1 | $2.26M | Buy |
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|
2018
Q4 | $1.6M | Buy |
|