FAFN
First Affirmative Financial Network’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $209K | Sell |
666
-129
| -16% | -$40.4K | 0.13% | 225 |
|
|
2024
Q4 | $277K | Sell |
795
-141
| -15% | -$49.2K | 0.16% | 168 |
|
|
2024
Q3 | $303K | Sell |
936
-240
| -20% | -$77.7K | 0.17% | 168 |
|
|
2024
Q2 | $326K | Sell |
1,176
-9
| -0.8% | -$2.49K | 0.23% | 138 |
|
|
2024
Q1 | $349K | Buy |
1,185
+8
| +0.7% | +$2.36K | 0.26% | 124 |
|
|
2023
Q4 | $282K | Buy |
1,177
+72
| +7% | +$17.3K | 0.23% | 152 |
|
|
2023
Q3 | $252K | Buy |
1,105
+78
| +8% | +$17.8K | 0.25% | 134 |
|
|
2023
Q2 | $252K | Buy |
+1,027
| New | +$252K | 0.25% | 129 |
|