Alpha Cubed Investments’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Hold |
1,402
| – | – | 0.02% | 191 |
|
|
2025
Q1 | $440K | Buy |
+1,402
| New | +$440K | 0.02% | 186 |
|
|
2022
Q3 | – | Sell |
-1,517
| Closed | -$294K | – | 268 |
|
|
2022
Q2 | $294K | Hold |
1,517
| – | – | 0.02% | 231 |
|
|
2022
Q1 | $311K | Buy |
+1,517
| New | +$311K | 0.02% | 255 |
|
|
2020
Q1 | – | Sell |
-1,466
| Closed | -$262K | – | 230 |
|
|
2019
Q4 | $262K | Buy |
1,466
+21
| +1% | +$3.75K | 0.03% | 212 |
|
|
2019
Q3 | $235K | Buy |
1,445
+200
| +16% | +$32.5K | 0.03% | 218 |
|
|
2019
Q2 | $213K | Buy |
+1,245
| New | +$213K | 0.02% | 226 |
|