Equitable Trust’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
803
+8
| +1% | +$2.62K | 0.01% | 399 |
|
|
2025
Q1 | $249K | Sell |
795
-130
| -14% | -$40.7K | 0.01% | 432 |
|
|
2024
Q4 | $322K | Buy |
925
+5
| +0.5% | +$1.74K | 0.02% | 403 |
|
|
2024
Q3 | $298K | Buy |
920
+32
| +4% | +$10.4K | 0.02% | 391 |
|
|
2024
Q2 | $246K | Hold |
888
| – | – | 0.02% | 408 |
|
|
2024
Q1 | $262K | Buy |
+888
| New | +$262K | 0.02% | 388 |
|