CSWM
Cassady Schiller Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.93K | Buy |
+8
| New | +$2.93K | ﹤0.01% | 512 |
|
|
2024
Q3 | – | Sell |
-22
| Closed | -$6.17K | – | 459 |
|
|
2024
Q2 | $6.17K | Sell |
22
-159
| -88% | -$44.6K | ﹤0.01% | 342 |
|
|
2024
Q1 | $53.4K | Buy |
181
+22
| +14% | +$6.49K | 0.02% | 203 |
|
|
2023
Q4 | $38.1K | Hold |
159
| – | – | 0.02% | 220 |
|
|
2023
Q3 | $36.3K | Hold |
159
| – | – | 0.02% | 220 |
|
|
2023
Q2 | $39K | Sell |
159
-16
| -9% | -$3.92K | 0.02% | 216 |
|
|
2023
Q1 | $41.8K | Hold |
175
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $42.4K | Buy |
+175
| New | +$42.4K | 0.03% | 208 |
|
|
2022
Q1 | – | Sell |
-177
| Closed | -$39K | – | 199 |
|
|
2021
Q4 | $39K | Buy |
+177
| New | +$39K | 0.02% | 221 |
|