VWA
V Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $256K | Sell |
1,121
-865
| -44% | -$198K | 0.21% | 91 |
|
|
2023
Q2 | $487K | Buy |
1,986
+99
| +5% | +$24.3K | 0.08% | 201 |
|
|
2023
Q1 | $451K | Buy |
1,887
+122
| +7% | +$29.1K | 0.08% | 209 |
|
|
2022
Q4 | $428K | Buy |
1,765
+34
| +2% | +$8.24K | 0.09% | 213 |
|
|
2022
Q3 | $352K | Buy |
1,731
+148
| +9% | +$30.1K | 0.07% | 256 |
|
|
2022
Q2 | $306K | Buy |
1,583
+157
| +11% | +$30.3K | 0.06% | 305 |
|
|
2022
Q1 | $293K | Buy |
+1,426
| New | +$293K | 0.05% | 351 |
|
|
2017
Q3 | – | Sell |
-545
| Closed | -$89K | – | 285 |
|
|
2017
Q2 | $89K | Buy |
+545
| New | +$89K | 0.04% | 251 |
|