LWP
Legacy Wealth Planning’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $346K | Hold |
1,700
| – | – | 0.57% | 43 |
|
|
2022
Q2 | $329K | Sell |
1,700
-13
| -0.8% | -$2.52K | 0.47% | 47 |
|
|
2022
Q1 | $351K | Hold |
1,713
| – | – | 0.41% | 50 |
|
|
2021
Q4 | $374K | Sell |
1,713
-13
| -0.8% | -$2.84K | 0.43% | 49 |
|
|
2021
Q3 | $388K | Hold |
1,726
| – | – | 0.43% | 50 |
|
|
2021
Q2 | $421K | Hold |
1,726
| – | – | 0.48% | 48 |
|
|
2021
Q1 | $447K | Hold |
1,726
| – | – | 0.57% | 44 |
|
|
2020
Q4 | $392K | Hold |
1,726
| – | – | 0.5% | 43 |
|
|
2020
Q3 | $364K | Hold |
1,726
| – | – | 0.42% | 44 |
|
|
2020
Q2 | $299K | Sell |
1,726
-54
| -3% | -$9.36K | 0.36% | 46 |
|
|
2020
Q1 | $241K | Sell |
1,780
-5
| -0.3% | -$677 | 0.39% | 56 |
|
|
2019
Q4 | $319K | Buy |
+1,785
| New | +$319K | 0.36% | 48 |
|