WR Wealth Planners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $77.7K | Sell |
223
-2
| -0.9% | -$697 | 0.03% | 267 |
|
|
2024
Q3 | $72.9K | Buy |
225
+36
| +19% | +$11.7K | 0.02% | 292 |
|
|
2024
Q2 | $52.3K | Buy |
189
+16
| +9% | +$4.43K | 0.02% | 328 |
|
|
2024
Q1 | $51K | Buy |
+173
| New | +$51K | 0.02% | 331 |
|
|
2023
Q4 | – | Sell |
-157
| Closed | -$35.9K | – | 303 |
|
|
2023
Q3 | $35.9K | Hold |
157
| – | – | 0.01% | 361 |
|
|
2023
Q2 | $38.5K | Buy |
157
+129
| +461% | +$31.6K | 0.01% | 347 |
|
|
2023
Q1 | $6.69K | Buy |
+28
| New | +$6.69K | ﹤0.01% | 641 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$3.68K | – | 529 |
|
|
2022
Q2 | $3.68K | Hold |
19
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $3.9K | Buy |
+19
| New | +$3.9K | ﹤0.01% | 376 |
|