Redwood Financial Network’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-728
| Closed | -$215K | – | 146 |
|
|
2024
Q1 | $215K | Sell |
728
-248
| -25% | -$73.1K | 0.19% | 136 |
|
|
2023
Q4 | $234K | Sell |
976
-151
| -13% | -$36.2K | 0.23% | 121 |
|
|
2023
Q3 | $258K | Buy |
1,127
+4
| +0.4% | +$914 | 0.27% | 113 |
|
|
2023
Q2 | $275K | Buy |
1,123
+267
| +31% | +$65.4K | 0.26% | 118 |
|
|
2023
Q1 | $205K | Sell |
856
-23
| -3% | -$5.5K | 0.21% | 143 |
|
|
2022
Q4 | $213K | Buy |
+879
| New | +$213K | 0.24% | 129 |
|