LWM
Ledge Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.16M | Buy |
9,036
+48
| +0.5% | +$11.5K | 0.84% | 37 |
|
|
2023
Q3 | $2.05M | Buy |
8,988
+975
| +12% | +$223K | 0.92% | 36 |
|
|
2023
Q2 | $1.96M | Sell |
8,013
-452
| -5% | -$111K | 0.94% | 29 |
|
|
2023
Q1 | $2.02M | Buy |
8,465
+869
| +11% | +$208K | 0.96% | 35 |
|
|
2022
Q4 | $1.84M | Buy |
7,596
+504
| +7% | +$122K | 0.84% | 38 |
|
|
2022
Q3 | $1.44M | Sell |
7,092
-592
| -8% | -$120K | 0.88% | 37 |
|
|
2022
Q2 | $1.49M | Buy |
7,684
+1,398
| +22% | +$271K | 0.91% | 37 |
|
|
2022
Q1 | $1.29M | Buy |
+6,286
| New | +$1.29M | 0.8% | 39 |
|