VA
Valmark Advisers’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
821
+1
| +0.1% | +$327 | ﹤0.01% | 570 |
|
|
2025
Q1 | $257K | Sell |
820
-34
| -4% | -$10.7K | ﹤0.01% | 550 |
|
|
2024
Q4 | $298K | Buy |
854
+148
| +21% | +$51.6K | ﹤0.01% | 510 |
|
|
2024
Q3 | $229K | Sell |
706
-32
| -4% | -$10.4K | ﹤0.01% | 553 |
|
|
2024
Q2 | $204K | Buy |
738
+47
| +7% | +$13K | ﹤0.01% | 545 |
|
|
2024
Q1 | $204K | Buy |
+691
| New | +$204K | ﹤0.01% | 527 |
|