Mark Sheptoff Financial Planning’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.95K	Buy	+9	New	+$2.95K	﹤0.01%	442
2022 Q3	–	Sell	-200	Closed	-$39K	–	369
2022 Q2	$39K	Buy	+200	New	+$39K	0.02%	173