Bailard’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,600
| Closed | -$258K | – | 748 |
|
|
2023
Q4 | $258K | Buy |
+6,600
| New | +$258K | 0.01% | 588 |
|
|
2019
Q1 | – | Sell |
-9,500
| Closed | -$286K | – | 548 |
|
|
2018
Q4 | $286K | Sell |
9,500
-1,800
| -16% | -$54.2K | 0.02% | 428 |
|
|
2018
Q3 | $447K | Buy |
+11,300
| New | +$447K | 0.03% | 400 |
|