Opal Wealth Advisors’s Cummins CMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.3K Sell
114
-5
-4% -$1.64K 0.01% 425
2025
Q1
$37.3K Buy
+119
New +$37.3K 0.01% 395
2024
Q3
Sell
-77
Closed -$21.3K 383
2024
Q2
$21.3K Buy
+77
New +$21.3K 0.01% 496