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WCG Wealth Advisors’s Cummins CMI Stock Holding History

WCG Wealth Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,990
Closed -$1.23M – 175
2022
Q3 		$1.23M Buy
5,990
+428
+8% +$87.9K 0.16% 107
2022
Q2 		$1.08M Buy
+5,562
New +$1.08M 0.15% 112