MWPCG
Measured Wealth Private Client Group’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,202
| Closed | -$275K | – | 181 |
|
|
2023
Q3 | $275K | Buy |
+1,202
| New | +$275K | 0.11% | 132 |
|
|
2022
Q1 | – | Sell |
-1,008
| Closed | -$220K | – | 178 |
|
|
2021
Q4 | $220K | Sell |
1,008
-459
| -31% | -$100K | 0.08% | 152 |
|
|
2021
Q3 | $329K | Sell |
1,467
-161
| -10% | -$36.1K | 0.13% | 111 |
|
|
2021
Q2 | $397K | Buy |
1,628
+407
| +33% | +$99.3K | 0.13% | 105 |
|
|
2021
Q1 | $316K | Buy |
+1,221
| New | +$316K | 0.11% | 106 |
|
|
2018
Q4 | – | Sell |
-456
| Closed | -$67K | – | 214 |
|
|
2018
Q3 | $67K | Buy |
+456
| New | +$67K | 0.04% | 285 |
|