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IBEX Wealth Advisors’s Cummins CMI Stock Holding History

IBEX Wealth Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-84
Closed -$23.3K – 105
2024
Q2 		$23.3K Buy
+84
New +$23.3K ﹤0.01% 187
2021
Q4 		– Sell
-84
Closed -$19K – 232
2021
Q3 		$19K Buy
+84
New +$19K ﹤0.01% 319