CAPTRUST Financial Advisors’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,177
| Closed | -$33K | – | 2428 |
|
|
2022
Q2 | $33K | Sell |
1,177
-733
| -38% | -$20.6K | ﹤0.01% | 3046 |
|
|
2022
Q1 | $81K | Sell |
1,910
-275
| -13% | -$11.7K | ﹤0.01% | 2425 |
|
|
2021
Q4 | $101K | Buy |
2,185
+398
| +22% | +$18.4K | ﹤0.01% | 2157 |
|
|
2021
Q3 | $86K | Buy |
1,787
+28
| +2% | +$1.35K | ﹤0.01% | 2192 |
|
|
2021
Q2 | $85K | Sell |
1,759
-3,093
| -64% | -$149K | ﹤0.01% | 2143 |
|
|
2021
Q1 | $256K | Sell |
4,852
-358
| -7% | -$18.9K | ﹤0.01% | 1314 |
|
|
2020
Q4 | $200K | Buy |
5,210
+310
| +6% | +$11.9K | ﹤0.01% | 1183 |
|
|
2020
Q3 | $164K | Hold |
4,900
| – | – | ﹤0.01% | 1122 |
|
|
2020
Q2 | $160K | Sell |
4,900
-947
| -16% | -$30.9K | ﹤0.01% | 1136 |
|
|
2020
Q1 | $125K | Hold |
5,847
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q4 | $230K | Buy |
+5,847
| New | +$230K | ﹤0.01% | 935 |
|