PWM
Paulson Wealth Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,156
| Closed | -$244K | – | 85 |
|
|
2020
Q3 | $244K | Buy |
+1,156
| New | +$244K | 0.16% | 71 |
|
|
2018
Q2 | – | Sell |
-3,307
| Closed | -$536K | – | 114 |
|
|
2018
Q1 | $536K | Sell |
3,307
-262
| -7% | -$42.5K | 0.53% | 59 |
|
|
2017
Q4 | $630K | Buy |
+3,569
| New | +$630K | 0.55% | 54 |
|