Impact Partnership Wealth’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,799
| Closed | -$498K | – | 248 |
|
|
2024
Q2 | $498K | Buy |
1,799
+1,769
| +5,897% | +$490K | 0.13% | 106 |
|
|
2024
Q1 | $8.84K | Hold |
30
| – | – | ﹤0.01% | 459 |
|
|
2023
Q4 | $7.19K | Hold |
30
| – | – | ﹤0.01% | 539 |
|
|
2023
Q3 | $6.85K | Buy |
30
+22
| +275% | +$5.03K | ﹤0.01% | 651 |
|
|
2023
Q2 | $1.96K | Buy |
+8
| New | +$1.96K | ﹤0.01% | 675 |
|