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Invera Wealth Advisors’s Cummins CMI Stock Holding History

Invera Wealth Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,345
Closed -$1.76M – 65
2023
Q4 		$1.76M Buy
+7,345
New +$1.76M 1.1% 31