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Beaumont Financial Advisors’s Cummins CMI Stock Holding History

Beaumont Financial Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,551
Closed -$224K – 146
2014
Q4 		$224K Hold
1,551
– – 0.01% 144
2014
Q3 		$205K Hold
1,551
– – 0.01% 154
2014
Q2 		$239K Hold
1,551
– – 0.02% 151
2014
Q1 		$231K Buy
+1,551
New +$231K 0.02% 122