CIC Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $224K | Buy |
+690
| New | +$224K | 0.06% | 159 |
|
|
2023
Q3 | – | Sell |
-927
| Closed | -$227K | – | 152 |
|
|
2023
Q2 | $227K | Buy |
927
+5
| +0.5% | +$1.23K | 0.08% | 143 |
|
|
2023
Q1 | $220K | Buy |
922
+11
| +1% | +$2.63K | 0.08% | 146 |
|
|
2022
Q4 | $221K | Buy |
+911
| New | +$221K | 0.09% | 149 |
|