Balboa Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
+931
| New | +$305K | 0.06% | 246 |
|
|
2025
Q1 | – | Sell |
-880
| Closed | -$307K | – | 337 |
|
|
2024
Q4 | $307K | Sell |
880
-160
| -15% | -$55.8K | 0.07% | 206 |
|
|
2024
Q3 | $337K | Buy |
+1,040
| New | +$337K | 0.08% | 176 |
|
|
2024
Q1 | – | Sell |
-887
| Closed | -$212K | – | 297 |
|
|
2023
Q4 | $212K | Buy |
+887
| New | +$212K | 0.07% | 206 |
|