Carmel Capital Partners’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,179
| Closed | -$222K | – | 150 |
|
|
2024
Q3 | $222K | Buy |
6,179
+66
| +1% | +$2.38K | 0.09% | 156 |
|
|
2024
Q2 | $211K | Buy |
6,113
+18
| +0.3% | +$622 | 0.09% | 151 |
|
|
2024
Q1 | $272K | Hold |
6,095
| – | – | 0.11% | 124 |
|
|
2023
Q4 | $238K | Buy |
6,095
+5,326
| +693% | +$208K | 0.12% | 131 |
|
|
2023
Q3 | $26.8K | Buy |
+769
| New | +$26.8K | 0.01% | 313 |
|