Kings Point Capital Management’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$150K	Hold	732	–	–	0.01%	220
2021 Q4	$160K	Buy	732 +32	+5%	+$7K	0.01%	232
2021 Q3	$157K	Hold	700	–	–	0.01%	220
2021 Q2	$171K	Hold	700	–	–	0.02%	211
2021 Q1	$181K	Sell	700 -18	-3%	-$4.65K	0.02%	201
2020 Q4	$163K	Buy	718 +18	+3%	+$4.09K	0.02%	202
2020 Q3	$148K	Hold	700	–	–	0.02%	196
2020 Q2	$121K	Hold	700	–	–	0.02%	197
2020 Q1	$95K	Sell	700 -69	-9%	-$9.36K	0.02%	215
2019 Q4	$138K	Hold	769	–	–	0.02%	211
2019 Q3	$125K	Hold	769	–	–	0.02%	201
2019 Q2	$132K	Hold	769	–	–	0.02%	174
2019 Q1	$121K	Hold	769	–	–	0.02%	166
2018 Q4	$103K	Hold	769	–	–	0.02%	159
2018 Q3	$112K	Hold	769	–	–	0.02%	178
2018 Q2	$102K	Hold	769	–	–	0.02%	181
2018 Q1	$125K	Hold	769	–	–	0.03%	164
2017 Q4	$136K	Buy	769 +69	+10%	+$12.2K	0.03%	166
2017 Q3	$118K	Hold	700	–	–	0.03%	167
2017 Q2	$114K	Hold	700	–	–	0.03%	169
2017 Q1	$106K	Hold	700	–	–	0.02%	168
2016 Q4	$96K	Sell	700 -300	-30%	-$41.1K	0.02%	165
2016 Q3	$128K	Hold	1,000	–	–	0.03%	135
2016 Q2	$112K	Hold	1,000	–	–	0.03%	143
2016 Q1	$110K	Sell	1,000 -12	-1%	-$1.32K	0.03%	141
2015 Q4	$89K	Hold	1,012	–	–	0.02%	162
2015 Q3	$110K	Buy	1,012 +6	+0.6%	+$652	0.03%	165
2015 Q2	$132K	Hold	1,006	–	–	0.03%	150
2015 Q1	$139K	Buy	1,006 +6	+0.6%	+$829	0.03%	149
2014 Q4	$144K	Hold	1,000	–	–	0.04%	132
2014 Q3	$132K	Hold	1,000	–	–	0.04%	124
2014 Q2	$154K	Hold	1,000	–	–	0.05%	115
2014 Q1	$149K	Hold	1,000	–	–	0.05%	112
2013 Q4	$141K	Hold	1,000	–	–	0.05%	110
2013 Q3	$133K	Hold	1,000	–	–	0.05%	111
2013 Q2	$108K	Buy	+1,000	New	+$108K	0.04%	126