Buckley Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,215
| Closed | -$298K | – | 107 |
|
|
2023
Q2 | $298K | Buy |
+1,215
| New | +$298K | 0.1% | 102 |
|
|
2022
Q3 | – | Sell |
-1,654
| Closed | -$320K | – | 120 |
|
|
2022
Q2 | $320K | Sell |
1,654
-10
| -0.6% | -$1.94K | 0.1% | 112 |
|
|
2022
Q1 | $341K | Buy |
+1,664
| New | +$341K | 0.09% | 112 |
|
|
2020
Q3 | – | Sell |
-1,524
| Closed | -$264K | – | 112 |
|
|
2020
Q2 | $264K | Hold |
1,524
| – | – | 0.12% | 110 |
|
|
2020
Q1 | $206K | Buy |
+1,524
| New | +$206K | 0.11% | 114 |
|