JWM
Janiczek Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $29.1K | Hold |
105
| – | – | 0.01% | 493 |
|
|
2024
Q1 | $30.9K | Sell |
105
-500
| -83% | -$147K | 0.01% | 487 |
|
|
2023
Q4 | $145K | Hold |
605
| – | – | 0.04% | 214 |
|
|
2023
Q3 | $138K | Buy |
605
+473
| +358% | +$108K | 0.04% | 195 |
|
|
2023
Q2 | $32.4K | Hold |
132
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $30.8K | Hold |
132
| – | – | 0.01% | 377 |
|
|
2022
Q4 | $33K | Hold |
132
| – | – | 0.01% | 373 |
|
|
2022
Q3 | $29K | Sell |
132
-19
| -13% | -$4.17K | 0.01% | 387 |
|
|
2022
Q2 | $33K | Sell |
151
-63
| -29% | -$13.8K | 0.01% | 370 |
|
|
2022
Q1 | $44K | Buy |
214
+147
| +219% | +$30.2K | 0.01% | 319 |
|
|
2021
Q4 | $15K | Sell |
67
-34
| -34% | -$7.61K | ﹤0.01% | 515 |
|
|
2021
Q3 | $23K | Sell |
101
-71
| -41% | -$16.2K | 0.01% | 429 |
|
|
2021
Q2 | $42K | Sell |
172
-4
| -2% | -$977 | 0.02% | 285 |
|
|
2021
Q1 | $46K | Sell |
176
-75
| -30% | -$19.6K | 0.02% | 248 |
|
|
2020
Q4 | $57K | Buy |
251
+236
| +1,573% | +$53.6K | 0.03% | 177 |
|
|
2020
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 428 |
|