Steward Financial Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31K | Buy |
139
+25
| +22% | +$5.58K | 0.01% | 195 |
|
|
2023
Q2 | $27K | Buy |
+114
| New | +$27K | 0.01% | 201 |
|
|
2022
Q3 | – | Sell |
-188
| Closed | -$36K | – | 324 |
|
|
2022
Q2 | $36K | Buy |
188
+38
| +25% | +$7.28K | 0.03% | 118 |
|
|
2022
Q1 | $30K | Hold |
150
| – | – | 0.03% | 124 |
|
|
2021
Q4 | $32K | Buy |
+150
| New | +$32K | 0.03% | 99 |
|