Heron Financial Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $290K | Buy |
1,182
+35
| +3% | +$8.58K | 0.16% | 113 |
|
|
2023
Q1 | $274K | Buy |
1,147
+65
| +6% | +$15.5K | 0.15% | 116 |
|
|
2022
Q4 | $256K | Buy |
1,082
+22
| +2% | +$5.21K | 0.17% | 105 |
|
|
2022
Q3 | $216K | Buy |
1,060
+15
| +1% | +$3.06K | 0.13% | 122 |
|
|
2022
Q2 | $202K | Buy |
1,045
+45
| +5% | +$8.7K | 0.12% | 134 |
|
|
2022
Q1 | $205K | Buy |
1,000
+47
| +5% | +$9.64K | 0.11% | 148 |
|
|
2021
Q4 | $215K | Buy |
+953
| New | +$215K | 0.12% | 138 |
|