WR Wealth Planners’s Cummins CMI Stock Holding History

WR Wealth Planners’s Portfolio CMI Stock Details CMI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$77.7K	Sell
2024 Q3	$72.9K	Buy
2024 Q2	$52.3K	Buy
2024 Q1	$51K	Buy
2023 Q4	–	Sell
2023 Q3	$35.9K	Hold
2023 Q2	$38.5K	Buy
2023 Q1	$6.69K	Buy
2022 Q3	–	Sell
2022 Q2	$3.68K	Hold
2022 Q1	$3.9K	Buy