Bogart Wealth LLC’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55K | Buy |
20
+1
| +5% | +$328 | ﹤0.01% | 877 |
|
|
2025
Q1 | $5.96K | Buy |
19
+1
| +6% | +$313 | ﹤0.01% | 859 |
|
|
2024
Q4 | $6.28K | Hold |
18
| – | – | ﹤0.01% | 826 |
|
|
2024
Q3 | $5.83K | Hold |
18
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $4.99K | Buy |
+18
| New | +$4.99K | ﹤0.01% | 793 |
|
|
2023
Q1 | – | Sell |
-29
| Closed | -$7.06K | – | 1131 |
|
|
2022
Q4 | $7.06K | Buy |
+29
| New | +$7.06K | ﹤0.01% | 607 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1023 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 907 |
|