Strategic Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.7K | Buy |
+274
| New | +$89.7K | 0.01% | 406 |
|
|
2019
Q4 | – | Sell |
-1,688
| Closed | -$8.39K | – | 195 |
|
|
2019
Q3 | $8.39K | Sell |
1,688
-7,035
| -81% | -$35K | 0.04% | 151 |
|
|
2019
Q2 | $1.5M | Sell |
8,723
-947
| -10% | -$162K | 0.72% | 39 |
|
|
2019
Q1 | $1.57M | Buy |
9,670
+1,290
| +15% | +$209K | 0.72% | 36 |
|
|
2018
Q4 | $1.19M | Buy |
8,380
+182
| +2% | +$25.9K | 0.6% | 42 |
|
|
2018
Q3 | $1.2M | Buy |
8,198
+1,429
| +21% | +$209K | 0.64% | 48 |
|
|
2018
Q2 | $900K | Sell |
6,769
-397
| -6% | -$52.8K | 0.52% | 62 |
|
|
2018
Q1 | $1.16M | Buy |
7,166
+802
| +13% | +$130K | 0.6% | 46 |
|
|
2017
Q4 | $1.07M | Buy |
+6,364
| New | +$1.07M | 0.59% | 55 |
|