SWS
SYSTM Wealth Solutions’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,186
| Closed | -$1.99M | – | 197 |
|
|
2024
Q2 | $1.99M | Sell |
7,186
-1,122
| -14% | -$311K | 0.44% | 76 |
|
|
2024
Q1 | $2.45M | Buy |
8,308
+2,902
| +54% | +$855K | 0.31% | 93 |
|
|
2023
Q4 | $1.3M | Sell |
5,406
-1,402
| -21% | -$336K | 0.18% | 163 |
|
|
2023
Q3 | $1.56M | Buy |
6,808
+1,583
| +30% | +$362K | 0.24% | 115 |
|
|
2023
Q2 | $1.28M | Buy |
5,225
+1,996
| +62% | +$489K | 0.17% | 164 |
|
|
2023
Q1 | $771K | Sell |
3,229
-1,979
| -38% | -$473K | 0.12% | 212 |
|
|
2022
Q4 | $1.26M | Buy |
+5,208
| New | +$1.26M | 0.16% | 173 |
|