WealthSource Partners’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$753K Buy
2023
Q3
$704K Buy
2023
Q2
$732K Buy
2022
Q3
Sell
2022
Q2
$219K Sell
2022
Q1
$278K Buy
2021
Q4
$215K Buy