SW
Simplicity Wealth’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
6,792
+3,717
| +121% | +$1.22M | 0.09% | 203 |
|
|
2025
Q1 | $964K | Buy |
+3,075
| New | +$964K | 0.07% | 262 |
|
|
2024
Q4 | – | Sell |
-3,346
| Closed | -$1.08M | – | 369 |
|
|
2024
Q3 | $1.08M | Sell |
3,346
-8,086
| -71% | -$2.62M | 0.1% | 185 |
|
|
2024
Q2 | $3.17M | Sell |
11,432
-24
| -0.2% | -$6.65K | 0.07% | 258 |
|
|
2024
Q1 | $3.38M | Buy |
11,456
+9,212
| +411% | +$2.71M | 0.08% | 246 |
|
|
2023
Q4 | $538K | Buy |
+2,244
| New | +$538K | 0.21% | 87 |
|