TrueWealth LLC’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $15K | Hold |
88
| – | – | 0.01% | 416 |
|
|
2020
Q1 | $12K | Sell |
88
-3
| -3% | -$409 | 0.01% | 429 |
|
|
2019
Q4 | $16K | Hold |
91
| – | – | 0.01% | 405 |
|
|
2019
Q3 | $15K | Hold |
91
| – | – | 0.01% | 404 |
|
|
2019
Q2 | $16K | Hold |
91
| – | – | 0.01% | 398 |
|
|
2019
Q1 | $14K | Hold |
91
| – | – | 0.01% | 409 |
|
|
2018
Q4 | $12K | Sell |
91
-65
| -42% | -$8.57K | 0.01% | 410 |
|
|
2018
Q3 | $23K | Hold |
156
| – | – | 0.01% | 370 |
|
|
2018
Q2 | $21K | Buy |
156
+65
| +71% | +$8.75K | 0.01% | 379 |
|
|
2018
Q1 | $15K | Sell |
91
-7
| -7% | -$1.15K | 0.01% | 391 |
|
|
2017
Q4 | $17K | Buy |
+98
| New | +$17K | 0.01% | 420 |
|