AssetMark Inc’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51
| Closed | -$1.9K | – | 2645 |
|
|
2024
Q4 | $1.9K | Buy |
51
+44
| +629% | +$1.64K | ﹤0.01% | 2131 |
|
|
2024
Q3 | $252 | Buy |
+7
| New | +$252 | ﹤0.01% | 2147 |
|
|
2019
Q2 | – | Sell |
-2
| Closed | – | – | 1343 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1366 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1445 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1407 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1402 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1510 |
|
|
2017
Q4 | $0 | Sell |
2
-19
| -90% | – | ﹤0.01% | 1906 |
|
|
2017
Q3 | $1K | Sell |
21
-16
| -43% | -$762 | ﹤0.01% | 1333 |
|
|
2017
Q2 | $1K | Buy |
37
+19
| +106% | +$514 | ﹤0.01% | 1280 |
|
|
2017
Q1 | $0 | Buy |
18
+16
| +800% | – | ﹤0.01% | 1290 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1260 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1215 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1179 |
|
|
2016
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1204 |
|
|
2015
Q4 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 1381 |
|
|
2015
Q3 | $0 | Sell |
3
-25,476
| -100% | – | ﹤0.01% | 741 |
|
|
2015
Q2 | $637K | Sell |
25,479
-961
| -4% | -$24K | 0.01% | 352 |
|
|
2015
Q1 | $712K | Sell |
26,440
-760
| -3% | -$20.5K | 0.02% | 330 |
|
|
2014
Q4 | $763K | Sell |
27,200
-1,219
| -4% | -$34.2K | 0.02% | 329 |
|
|
2014
Q3 | $625K | Sell |
28,419
-1,361
| -5% | -$29.9K | 0.01% | 351 |
|
|
2014
Q2 | $806K | Buy |
29,780
+13,891
| +87% | +$376K | 0.02% | 335 |
|
|
2014
Q1 | $426K | Sell |
15,889
-1,794
| -10% | -$48.1K | 0.01% | 327 |
|
|
2013
Q4 | $480K | Buy |
+17,683
| New | +$480K | 0.01% | 323 |
|