Continuum Advisory’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-247
| Closed | -$77.4K | – | 622 |
|
2025
Q1 | $77.4K | Sell |
247
-7
| -3% | -$2.19K | 0.01% | 569 |
|
2024
Q4 | $88.5K | Sell |
254
-2
| -0.8% | -$697 | 0.01% | 548 |
|
2024
Q3 | $93.1K | Buy |
256
+6
| +2% | +$2.18K | 0.01% | 535 |
|
2024
Q2 | $69.2K | Hold |
250
| – | – | 0.01% | 559 |
|
2024
Q1 | $73.6K | Buy |
+250
| New | +$73.6K | 0.01% | 538 |
|