Kades & Cheifetz’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $795K | Sell |
2,281
-1,723
| -43% | -$601K | 0.41% | 56 |
|
|
2024
Q3 | $1.3M | Sell |
4,004
-9
| -0.2% | -$2.91K | 0.74% | 32 |
|
|
2024
Q2 | $1.11M | Sell |
4,013
-9
| -0.2% | -$2.49K | 0.7% | 34 |
|
|
2024
Q1 | $1.18M | Buy |
4,022
+9
| +0.2% | +$2.65K | 0.76% | 32 |
|
|
2023
Q4 | $961K | Sell |
4,013
-99
| -2% | -$23.7K | 0.68% | 35 |
|
|
2023
Q3 | $939K | Buy |
4,112
+484
| +13% | +$111K | 0.74% | 32 |
|
|
2023
Q2 | $889K | Buy |
3,628
+9
| +0.2% | +$2.21K | 0.68% | 34 |
|
|
2023
Q1 | $865K | Sell |
3,619
-13
| -0.4% | -$3.11K | 0.68% | 33 |
|
|
2022
Q4 | $880K | Buy |
+3,632
| New | +$880K | 0.74% | 33 |
|