Golden State Wealth Management’s Cummins CMI Stock Holding History

Golden State Wealth Management’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Sell
2025 Q1	$319K	Sell
2024 Q4	$355K	Buy
2020 Q2	–	Sell
2020 Q1	$6K	Buy
2019 Q4	–	Sell
2019 Q3	$7K	Hold
2019 Q2	$7K	Hold
2019 Q1	$7K	Buy