SVWAG
Sound View Wealth Advisors Group’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
960
-117
| -11% | -$38.3K | 0.02% | 339 |
|
|
2025
Q1 | $338K | Buy |
1,077
+56
| +5% | +$17.6K | 0.03% | 315 |
|
|
2024
Q4 | $356K | Sell |
1,021
-2
| -0.2% | -$698 | 0.03% | 310 |
|
|
2024
Q3 | $331K | Buy |
1,023
+6
| +0.6% | +$1.94K | 0.03% | 320 |
|
|
2024
Q2 | $282K | Buy |
1,017
+1
| +0.1% | +$277 | 0.03% | 310 |
|
|
2024
Q1 | $299K | Buy |
1,016
+26
| +3% | +$7.66K | 0.03% | 306 |
|
|
2023
Q4 | $237K | Buy |
990
+1
| +0.1% | +$240 | 0.03% | 345 |
|
|
2023
Q3 | $226K | Buy |
989
+3
| +0.3% | +$686 | 0.03% | 334 |
|
|
2023
Q2 | $242K | Buy |
986
+32
| +3% | +$7.84K | 0.03% | 317 |
|
|
2023
Q1 | $228K | Sell |
954
-36
| -4% | -$8.6K | 0.03% | 331 |
|
|
2022
Q4 | $237K | Buy |
+990
| New | +$237K | 0.03% | 345 |
|