Cambridge Investment Research Advisors’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,132
| Closed | -$274K | – | 2884 |
|
|
2020
Q4 | $274K | Sell |
7,132
-5,317
| -43% | -$204K | ﹤0.01% | 2219 |
|
|
2020
Q3 | $412K | Sell |
12,449
-6,000
| -33% | -$199K | ﹤0.01% | 1728 |
|
|
2020
Q2 | $617K | Hold |
18,449
| – | – | ﹤0.01% | 1433 |
|
|
2020
Q1 | $461K | Sell |
18,449
-50
| -0.3% | -$1.25K | ﹤0.01% | 1410 |
|
|
2019
Q4 | $741K | Buy |
18,499
+159
| +0.9% | +$6.37K | 0.01% | 1325 |
|
|
2019
Q3 | $668K | Buy |
18,340
+50
| +0.3% | +$1.82K | 0.01% | 1312 |
|
|
2019
Q2 | $768K | Hold |
18,290
| – | – | 0.01% | 1169 |
|
|
2019
Q1 | $628K | Hold |
18,290
| – | – | 0.01% | 1330 |
|
|
2018
Q4 | $551K | Hold |
18,290
| – | – | 0.01% | 1260 |
|
|
2018
Q3 | $723K | Hold |
18,290
| – | – | 0.01% | 1226 |
|
|
2018
Q2 | $793K | Sell |
18,290
-1
| -0% | -$43 | 0.01% | 1114 |
|
|
2018
Q1 | $656K | Buy |
18,291
+1
| +0% | +$36 | 0.01% | 1183 |
|
|
2017
Q4 | $731K | Buy |
+18,290
| New | +$731K | 0.01% | 1077 |
|