Provenance Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.7K | Hold |
173
| – | – | 0.01% | 204 |
|
|
2025
Q1 | $54.2K | Hold |
173
| – | – | 0.01% | 221 |
|
|
2024
Q4 | $60.3K | Hold |
173
| – | – | 0.01% | 215 |
|
|
2024
Q3 | $56K | Buy |
+173
| New | +$56K | 0.01% | 228 |
|
|
2024
Q2 | – | Sell |
-173
| Closed | -$51K | – | 518 |
|
|
2024
Q1 | $51K | Buy |
+173
| New | +$51K | 0.01% | 224 |
|