PWS
Precision Wealth Strategies’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-935
| Closed | -$227K | – | 82 |
|
|
2022
Q4 | $227K | Hold |
935
| – | – | 0.24% | 84 |
|
|
2022
Q3 | $218K | Buy |
+935
| New | +$218K | 0.19% | 114 |
|
|
2022
Q1 | – | Sell |
-1,047
| Closed | -$228K | – | 177 |
|
|
2021
Q4 | $228K | Sell |
1,047
-209
| -17% | -$45.5K | 0.16% | 120 |
|
|
2021
Q3 | $282K | Sell |
1,256
-1,036
| -45% | -$233K | 0.22% | 100 |
|
|
2021
Q2 | $559K | Buy |
2,292
+272
| +13% | +$66.3K | 0.48% | 35 |
|
|
2021
Q1 | $523K | Sell |
2,020
-3
| -0.1% | -$777 | 0.5% | 27 |
|
|
2020
Q4 | $459K | Buy |
+2,023
| New | +$459K | 0.5% | 21 |
|