Claro Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-586
| Closed | -$204K | – | 515 |
|
|
2024
Q4 | $204K | Sell |
586
-366
| -38% | -$128K | 0.03% | 467 |
|
|
2024
Q3 | $308K | Buy |
+952
| New | +$308K | 0.04% | 369 |
|
|
2019
Q1 | – | Sell |
-168
| Closed | -$25K | – | 289 |
|
|
2018
Q4 | $25K | Buy |
+168
| New | +$25K | 0.02% | 493 |
|