Sweet Financial Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,456
| Closed | -$349K | – | 197 |
|
|
2023
Q4 | $349K | Hold |
1,456
| – | – | 0.08% | 145 |
|
|
2023
Q3 | $333K | Hold |
1,456
| – | – | 0.09% | 135 |
|
|
2023
Q2 | $357K | Hold |
1,456
| – | – | 0.09% | 129 |
|
|
2023
Q1 | $348K | Buy |
1,456
+80
| +6% | +$19.1K | 0.1% | 125 |
|
|
2022
Q4 | $333K | Buy |
1,376
+126
| +10% | +$30.5K | 0.1% | 126 |
|
|
2022
Q3 | $254K | Hold |
1,250
| – | – | 0.08% | 143 |
|
|
2022
Q2 | $242K | Buy |
+1,250
| New | +$242K | 0.08% | 146 |
|