VWA
Valued Wealth Advisors’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29K | Sell |
13
-32
| -71% | -$10.6K | ﹤0.01% | 299 |
|
|
2025
Q1 | $14.2K | Buy |
45
+3
| +7% | +$944 | 0.01% | 187 |
|
|
2024
Q4 | $14.6K | Buy |
42
+2
| +5% | +$697 | 0.01% | 183 |
|
|
2024
Q3 | $13K | Buy |
40
+17
| +74% | +$5.51K | 0.01% | 188 |
|
|
2024
Q2 | $6.37K | Buy |
23
+9
| +64% | +$2.49K | ﹤0.01% | 250 |
|
|
2024
Q1 | $4.13K | Buy |
14
+10
| +250% | +$2.95K | ﹤0.01% | 268 |
|
|
2023
Q4 | $914 | Buy |
+4
| New | +$914 | ﹤0.01% | 385 |
|