Steph & Co’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73
| Closed | -$23.6K | – | 281 |
|
|
2024
Q3 | $23.6K | Buy |
+73
| New | +$23.6K | 0.01% | 211 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$82K | – | 247 |
|
|
2022
Q1 | $82K | Hold |
400
| – | – | 0.05% | 162 |
|
|
2021
Q4 | $87K | Hold |
400
| – | – | 0.05% | 159 |
|
|
2021
Q3 | $90K | Buy |
+400
| New | +$90K | 0.06% | 145 |
|