Poehling Capital Management’s Cummins CMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-300	Closed	-$40K	–	138
2018 Q2	$40K	Hold	300	–	–	0.04%	165
2018 Q1	$49K	Sell	300 -100	-25%	-$16.3K	0.04%	146
2017 Q4	$71K	Buy	+400	New	+$71K	0.06%	129