Teamwork Financial Advisors’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
-1,068
Closed -$259K 188
2022
Q4
$259K Sell
1,068
-1,412
-57% -$342K 0.05% 167
2022
Q3
$505K Sell
2,480
-115
-4% -$23.4K 0.11% 113
2022
Q2
$502K Sell
2,595
-13,194
-84% -$2.55M 0.11% 132
2022
Q1
$3.24M Buy
+15,789
New +$3.24M 0.6% 38