Beach Investment Counsel’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $208K | Sell |
|
|||||
|
2024
Q2 | $284K | Hold |
|
|||||
|
2024
Q1 | $246K | Hold |
|
|||||
|
2023
Q4 | $246K | Hold |
|
|||||
|
2023
Q3 | $234K | Hold |
|
|||||
|
2023
Q2 | $252K | Hold |
|
|||||
|
2023
Q1 | $245K | Hold |
|
|||||
|
2022
Q4 | $249K | Hold |
|
|||||
|
2022
Q3 | $209K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $370K | Buy |
|