Sugarloaf Wealth Management’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-66
Closed -$16K 721
2022
Q4
$16K Hold
66
﹤0.01% 437
2022
Q3
$14K Hold
66
﹤0.01% 459
2022
Q2
$13K Buy
+66
New +$13K ﹤0.01% 467