CLA (CliftonLarsonAllen) Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,450
| Closed | -$775K | – | 193 |
|
|
2021
Q3 | $775K | Hold |
3,450
| – | – | 0.03% | 167 |
|
|
2021
Q2 | $841K | Buy |
+3,450
| New | +$841K | 0.03% | 167 |
|
|
2015
Q3 | – | Sell |
-3,300
| Closed | -$433K | – | 113 |
|
|
2015
Q2 | $433K | Buy |
+3,300
| New | +$433K | 0.09% | 118 |
|