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Poinciana Advisors Group’s Cummins CMI Stock Holding History

Poinciana Advisors Group’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Buy
782
+73
+10% +$23.9K 0.23% 89
2025
Q1 		$222K Hold
709
– – 0.23% 84
2024
Q4 		$247K Buy
+709
New +$247K 0.25% 74