Bogart Wealth LLC’s Cummins CMI Stock Holding History

Bogart Wealth LLC’s Portfolio CMI Stock Details CMI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$406K	Buy
2025 Q2	$6.55K	Buy
2025 Q1	$5.96K	Buy
2024 Q4	$6.28K	Hold
2024 Q3	$5.83K	Hold
2024 Q2	$4.99K	Buy
2023 Q1	–	Sell
2022 Q4	$7.06K	Buy
2022 Q3	–	Hold
2022 Q2	–	Hold