Tyler-Stone Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-122
| Closed | -$28K | – | 904 |
|
|
2023
Q3 | $28K | Hold |
122
| – | – | 0.02% | 423 |
|
|
2023
Q2 | $30K | Buy |
+122
| New | +$30K | 0.02% | 416 |
|
|
2022
Q4 | $30K | Hold |
122
| – | – | 0.02% | 388 |
|
|
2022
Q3 | $25K | Hold |
122
| – | – | 0.02% | 395 |
|
|
2022
Q2 | $24K | Hold |
122
| – | – | 0.02% | 418 |
|
|
2022
Q1 | $25K | Buy |
+122
| New | +$25K | 0.01% | 435 |
|