RWA Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $716K | Hold |
2,186
| – | – | 0.01% | 374 |
|
2025
Q1 | $685K | Sell |
2,186
-87
| -4% | -$27.3K | 0.01% | 369 |
|
2024
Q4 | $792K | Sell |
2,273
-70
| -3% | -$24.4K | 0.01% | 359 |
|
2024
Q3 | $759K | Sell |
2,343
-96
| -4% | -$31.1K | 0.01% | 355 |
|
2024
Q2 | $675K | Buy |
2,439
+49
| +2% | +$13.6K | 0.01% | 355 |
|
2024
Q1 | $704K | Sell |
2,390
-21
| -0.9% | -$6.19K | 0.01% | 350 |
|
2023
Q4 | $578K | Buy |
+2,411
| New | +$578K | 0.01% | 365 |
|
2018
Q3 | – | Sell |
-329
| Closed | -$44K | – | 320 |
|
2018
Q2 | $44K | Hold |
329
| – | – | ﹤0.01% | 430 |
|
2018
Q1 | $53K | Buy |
+329
| New | +$53K | 0.01% | 327 |
|