1WA
180 Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,741
| Closed | -$420K | – | 407 |
|
|
2023
Q4 | $420K | Buy |
1,741
+122
| +8% | +$29.4K | 0.08% | 225 |
|
|
2023
Q3 | $370K | Buy |
+1,619
| New | +$370K | 0.08% | 232 |
|
|
2023
Q2 | – | Sell |
-1,846
| Closed | -$441K | – | 372 |
|
|
2023
Q1 | $441K | Buy |
+1,846
| New | +$441K | 0.1% | 204 |
|
|
2019
Q3 | – | Sell |
-2,297
| Closed | -$367K | – | 259 |
|
|
2019
Q2 | $367K | Sell |
2,297
-30
| -1% | -$4.79K | 0.17% | 153 |
|
|
2019
Q1 | $385K | Buy |
2,327
+595
| +34% | +$98.4K | 0.17% | 147 |
|
|
2018
Q4 | $253K | Hold |
1,732
| – | – | 0.12% | 205 |
|
|
2018
Q3 | $253K | Buy |
+1,732
| New | +$253K | 0.12% | 206 |
|
|
2018
Q1 | – | Sell |
-2,304
| Closed | -$407K | – | 233 |
|
|
2017
Q4 | $407K | Buy |
+2,304
| New | +$407K | 0.21% | 129 |
|