Insight Wealth Strategies’s Cummins CMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,119
Closed -$1.12M 158
2021
Q4
$1.12M Buy
5,119
+981
+24% +$214K 0.16% 94
2021
Q3
$929K Buy
4,138
+324
+8% +$72.7K 0.13% 107
2021
Q2
$930K Buy
+3,814
New +$930K 0.13% 104