9WM
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9258 Wealth Management’s Cummins CMI Stock Holding History

9258 Wealth Management’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$256K Sell
791
-68
-8% -$22K 0.04% 296
2024
Q2 		$238K Hold
859
– – 0.04% 298
2024
Q1 		$253K Buy
+859
New +$253K 0.04% 285