Holistic Financial Partners’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-105	Closed	-$17K	–	97
2018 Q1	$17K	Buy	105 +15	+17%	+$2.43K	0.01%	283
2017 Q4	$16K	Buy	+90	New	+$16K	0.01%	299