SIA
Schechter Investment Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $931K | Sell |
2,969
-780
| -21% | -$244K | 0.08% | 247 |
|
|
2024
Q4 | $1.31M | Sell |
3,749
-75
| -2% | -$26.1K | 0.1% | 192 |
|
|
2024
Q3 | $1.24M | Sell |
3,824
-389
| -9% | -$126K | 0.09% | 211 |
|
|
2024
Q2 | $1.17M | Buy |
4,213
+73
| +2% | +$20.2K | 0.09% | 208 |
|
|
2024
Q1 | $1.22M | Sell |
4,140
-58
| -1% | -$17.1K | 0.09% | 207 |
|
|
2023
Q4 | $1.01M | Sell |
4,198
-100
| -2% | -$24K | 0.09% | 230 |
|
|
2023
Q3 | $982K | Buy |
4,298
+11
| +0.3% | +$2.51K | 0.1% | 225 |
|
|
2023
Q2 | $1.05M | Sell |
4,287
-157
| -4% | -$38.5K | 0.09% | 232 |
|
|
2023
Q1 | $1.06M | Buy |
4,444
+22
| +0.5% | +$5.26K | 0.1% | 239 |
|
|
2022
Q4 | $1.07M | Sell |
4,422
-2
| -0% | -$485 | 0.1% | 268 |
|
|
2022
Q3 | $901K | Sell |
4,424
-202
| -4% | -$41.1K | 0.09% | 314 |
|
|
2022
Q2 | $895K | Sell |
4,626
-122
| -3% | -$23.6K | 0.09% | 321 |
|
|
2022
Q1 | $974K | Sell |
4,748
-840
| -15% | -$172K | 0.09% | 313 |
|
|
2021
Q4 | $1.22M | Buy |
+5,588
| New | +$1.22M | 0.11% | 239 |
|