TRUE Private Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-224
| Closed | -$51K | – | 314 |
|
|
2020
Q4 | $51K | Buy |
224
+101
| +82% | +$23K | 0.01% | 352 |
|
|
2020
Q3 | $26K | Hold |
123
| – | – | ﹤0.01% | 396 |
|
|
2020
Q2 | $21K | Hold |
123
| – | – | ﹤0.01% | 407 |
|
|
2020
Q1 | $16K | Sell |
123
-22
| -15% | -$2.86K | ﹤0.01% | 394 |
|
|
2019
Q4 | $26K | Buy |
+145
| New | +$26K | ﹤0.01% | 445 |
|
|
2019
Q3 | – | Sell |
-145
| Closed | -$24K | – | 307 |
|
|
2019
Q2 | $24K | Buy |
+145
| New | +$24K | ﹤0.01% | 434 |
|
|
2018
Q4 | – | Sell |
-139
| Closed | -$20.2K | – | 359 |
|
|
2018
Q3 | $20.2K | Buy |
+139
| New | +$20.2K | ﹤0.01% | 605 |
|