HWP
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Hefty Wealth Partners’s Cummins CMI Stock Holding History

Hefty Wealth Partners’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-8,597
Closed -$945K – 215
2016
Q1 		$945K Buy
8,597
+1,701
+25% +$187K 0.88% 41
2015
Q4 		$606K Buy
+6,896
New +$606K 0.58% 63