Alera Investment Advisors’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$384K Sell
2024
Q2
$329K Sell
2024
Q1
$492K Sell
2023
Q4
$408K Buy
2019
Q2
Sell
2019
Q1
$12K Buy
2018
Q4
$7K Buy