CWM
Curi Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 287 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 533 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 503 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 172 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 410 |
|