Lake Street Advisors Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $217K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $237K | Sell |
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|
2017
Q4 | $398K | Buy |
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