Goldstein Advisors’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-834	Closed	-$204K	–	170
2023 Q2	$204K	Sell	834 -152	-15%	-$37.3K	0.04%	144
2023 Q1	$236K	Sell	986 -12	-1%	-$2.87K	0.05%	120
2022 Q4	$242K	Buy	+998	New	+$242K	0.06%	112