Golden State Wealth Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
916
-100
| -10% | -$32.8K | 0.04% | 301 |
|
|
2025
Q1 | $319K | Sell |
1,016
-2
| -0.2% | -$627 | 0.05% | 282 |
|
|
2024
Q4 | $355K | Buy |
+1,018
| New | +$355K | 0.05% | 250 |
|
|
2020
Q2 | – | Sell |
-42
| Closed | -$6K | – | 296 |
|
|
2020
Q1 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 702 |
|
|
2019
Q4 | – | Sell |
-42
| Closed | -$7K | – | 200 |
|
|
2019
Q3 | $7K | Hold |
42
| – | – | ﹤0.01% | 802 |
|
|
2019
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 807 |
|
|
2019
Q1 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 833 |
|