IMPACTfolio’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-658
Closed -$229K 37
2024
Q4
$229K Sell
658
-8
-1% -$2.79K 0.12% 34
2024
Q3
$216K Buy
+666
New +$216K 0.11% 42
2024
Q1
Sell
-923
Closed -$221K 41
2023
Q4
$221K Buy
+923
New +$221K 0.14% 44
2023
Q3
Sell
-865
Closed -$212K 42
2023
Q2
$212K Buy
+865
New +$212K 0.17% 44