MWM
Mattern Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,121
| Closed | -$230K | – | 154 |
|
|
2022
Q1 | $230K | Hold |
1,121
| – | – | 0.08% | 148 |
|
|
2021
Q4 | $245K | Hold |
1,121
| – | – | 0.07% | 156 |
|
|
2021
Q3 | $252K | Buy |
1,121
+11
| +1% | +$2.47K | 0.08% | 148 |
|
|
2021
Q2 | $265K | Hold |
1,110
| – | – | 0.08% | 150 |
|
|
2021
Q1 | $288K | Buy |
1,110
+135
| +14% | +$35K | 0.1% | 136 |
|
|
2020
Q4 | $221K | Buy |
+975
| New | +$221K | 0.08% | 144 |
|