Evoke Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
+806
| New | +$264K | 0.01% | 481 |
|
|
2022
Q4 | – | Sell |
-64
| Closed | -$13K | – | 514 |
|
|
2022
Q3 | $13K | Hold |
64
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $12K | Buy |
64
+15
| +31% | +$2.81K | ﹤0.01% | 740 |
|
|
2022
Q1 | $10K | Hold |
49
| – | – | ﹤0.01% | 764 |
|
|
2021
Q4 | $11K | Hold |
49
| – | – | ﹤0.01% | 769 |
|
|
2021
Q3 | $11K | Sell |
49
-11
| -18% | -$2.47K | ﹤0.01% | 726 |
|
|
2021
Q2 | $15K | Sell |
60
-15
| -20% | -$3.75K | ﹤0.01% | 692 |
|
|
2021
Q1 | $19K | Buy |
75
+23
| +44% | +$5.83K | ﹤0.01% | 596 |
|
|
2020
Q4 | $12K | Hold |
52
| – | – | ﹤0.01% | 553 |
|
|
2020
Q3 | $11K | Sell |
52
-12
| -19% | -$2.54K | ﹤0.01% | 543 |
|
|
2020
Q2 | $11K | Buy |
64
+3
| +5% | +$516 | ﹤0.01% | 536 |
|
|
2020
Q1 | $8.32K | Sell |
61
-45
| -42% | -$6.14K | ﹤0.01% | 531 |
|
|
2019
Q4 | $19K | Buy |
106
+7
| +7% | +$1.26K | ﹤0.01% | 597 |
|
|
2019
Q3 | $16.1K | Buy |
+99
| New | +$16.1K | ﹤0.01% | 713 |
|