INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Cummins Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$489,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+5.16%
quarter
Cummins Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.22% | 29 shares | 29K | $203.51 | 2.40K |
| Q2 2022 | share | Increase | +3.98% | 91 shares | -9K | $193.53 | 2.37K |
| Q1 2022 | share | Decrease | -0.74% | -17 shares | -33K | $205.11 | 2.28K |
| Q4 2021 | share | Decrease | -1.24% | -29 shares | -21K | $217.84 | 2.30K |
| Q3 2021 | share | Decrease | -0.98% | -23 shares | -51K | $223.14 | 2.33K |
| Q2 2021 | share | 0.00% | 0 shares | -36K | $240.76 | 2.35K | |
| Q1 2021 | share | Decrease | -3.09% | -75 shares | 58K | $254.52 | 2.35K |
| Q4 2020 | share | Decrease | -6.83% | -178 shares | 2K | $221.84 | 2.42K |
| Q3 2020 | share | Increase | +0.39% | 10 shares | 100K | $205.08 | 2.60K |
| Q2 2020 | share | Increase | +0.35% | 9 shares | 100K | $167.22 | 2.59K |
| Q1 2020 | share | 0.00% | 0 shares | -113K | $129.53 | 2.58K | |
| Q4 2019 | share | Decrease | -1.75% | -46 shares | 35K | $169.97 | 2.58K |
| Q3 2019 | share | 0.00% | 0 shares | -23K | $153.38 | 2.63K | |
| Q2 2019 | share | 0.00% | 0 shares | 35K | $160.12 | 2.63K | |
| Q1 2019 | share | Increase | 0.00% | 2.63K shares | 416K | $146.49 | 2.63K |
| Q1 2018 | share | Decrease | -100.00% | -2.41K shares | -428K | $145.91 | 0 |
| Q4 2017 | share | Increase | 0.00% | 2.41K shares | 428K | $157.98 | 2.41K |
| Q3 2017 | share | Decrease | -100.00% | -2.41K shares | -387K | $149.32 | 0 |
| Q2 2017 | share | Increase | 0.00% | 2.41K shares | 387K | $143.15 | 2.41K |