Core Wealth Advisors’s Cummins CMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-350
Closed -$103K 89
2024
Q1
$103K Hold
350
0.04% 73
2023
Q4
$83.9K Buy
+350
New +$83.9K 0.03% 73