PWA
Phoenix Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
6,480
-170
| -3% | -$55.7K | 0.89% | 36 |
|
|
2025
Q1 | $2.08M | Buy |
+6,650
| New | +$2.08M | 0.91% | 37 |
|
|
2021
Q4 | – | Sell |
-471
| Closed | -$106K | – | 163 |
|
|
2021
Q3 | $106K | Hold |
471
| – | – | 0.08% | 150 |
|
|
2021
Q2 | $111K | Hold |
471
| – | – | 0.08% | 151 |
|
|
2021
Q1 | $121K | Hold |
471
| – | – | 0.09% | 141 |
|
|
2020
Q4 | $107K | Buy |
+471
| New | +$107K | 0.08% | 143 |
|