DFPG Investments’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $408K | Sell |
1,715
-94
| -5% | -$22.3K | 0.03% | 452 |
|
|
2023
Q3 | $390K | Sell |
1,809
-155
| -8% | -$33.4K | 0.04% | 410 |
|
|
2023
Q2 | $508K | Sell |
1,964
-3,125
| -61% | -$809K | 0.05% | 371 |
|
|
2023
Q1 | $1.22M | Buy |
5,089
+3,148
| +162% | +$752K | 0.13% | 168 |
|
|
2022
Q4 | $486K | Buy |
+1,941
| New | +$486K | 0.08% | 260 |
|