Accel Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-269
| Closed | -$64.2K | – | 290 |
|
|
2023
Q1 | $64.2K | Buy |
269
+2
| +0.7% | +$477 | 0.03% | 425 |
|
|
2022
Q4 | $64.7K | Buy |
267
+2
| +0.8% | +$485 | 0.03% | 315 |
|
|
2022
Q3 | $59K | Sell |
265
-165
| -38% | -$36.7K | 0.03% | 332 |
|
|
2022
Q2 | $84K | Buy |
430
+3
| +0.7% | +$586 | 0.05% | 259 |
|
|
2022
Q1 | $86K | Sell |
427
-1
| -0.2% | -$201 | 0.04% | 274 |
|
|
2021
Q4 | $93K | Buy |
428
+170
| +66% | +$36.9K | 0.05% | 273 |
|
|
2021
Q3 | $58K | Sell |
258
-12
| -4% | -$2.7K | 0.04% | 302 |
|
|
2021
Q2 | $66K | Buy |
270
+2
| +0.7% | +$489 | 0.04% | 291 |
|
|
2021
Q1 | $70K | Buy |
268
+1
| +0.4% | +$261 | 0.06% | 266 |
|
|
2020
Q4 | $61K | Buy |
+267
| New | +$61K | 0.06% | 262 |
|