WealthPLAN Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-281
| Closed | -$68.9K | – | 452 |
|
|
2023
Q2 | $68.9K | Hold |
281
| – | – | 0.01% | 453 |
|
|
2023
Q1 | $67.1K | Buy |
+281
| New | +$67.1K | 0.01% | 504 |
|
|
2017
Q2 | – | Sell |
-25
| Closed | -$3.75K | – | 224 |
|
|
2017
Q1 | $3.75K | Buy |
+25
| New | +$3.75K | 0.01% | 371 |
|
|
2016
Q3 | $14.1K | Sell |
111
-111
| -50% | -$14.1K | ﹤0.01% | 544 |
|
|
2016
Q2 | $12.4K | Buy |
+222
| New | +$12.4K | ﹤0.01% | 1646 |
|
|
2015
Q4 | $9.65K | Buy |
+220
| New | +$9.65K | ﹤0.01% | 1161 |
|
|
2015
Q2 | $7K | Sell |
54
-289
| -84% | -$37.5K | ﹤0.01% | 325 |
|
|
2015
Q1 | $47K | Buy |
+343
| New | +$47K | 0.02% | 247 |
|