TLFA
True Link Financial Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,540
| Closed | -$537K | – | 95 |
|
|
2024
Q4 | $537K | Buy |
1,540
+1
| +0.1% | +$349 | 0.05% | 35 |
|
|
2024
Q3 | $498K | Hold |
1,539
| – | – | 0.04% | 38 |
|
|
2024
Q2 | $426K | Hold |
1,539
| – | – | 0.04% | 41 |
|
|
2024
Q1 | $453K | Buy |
+1,539
| New | +$453K | 0.04% | 44 |
|
|
2021
Q2 | – | Sell |
-3,250
| Closed | -$842K | – | 717 |
|
|
2021
Q1 | $842K | Sell |
3,250
-154
| -5% | -$39.9K | 0.12% | 75 |
|
|
2020
Q4 | $773K | Buy |
+3,404
| New | +$773K | 0.12% | 74 |
|