Colonial Trust’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,179
| Closed | -$40.7K | – | 1111 |
|
|
2024
Q2 | $40.7K | Sell |
1,179
-18
| -2% | -$622 | 0.01% | 547 |
|
|
2024
Q1 | $53.4K | Sell |
1,197
-76
| -6% | -$3.39K | 0.01% | 499 |
|
|
2023
Q4 | $49.7K | Hold |
1,273
| – | – | 0.01% | 504 |
|
|
2023
Q3 | $44.4K | Hold |
1,273
| – | – | 0.01% | 494 |
|
|
2023
Q2 | $51.7K | Sell |
1,273
-29
| -2% | -$1.18K | 0.01% | 474 |
|
|
2023
Q1 | $48.4K | Hold |
1,302
| – | – | 0.01% | 465 |
|
|
2022
Q4 | $42.3K | Buy |
+1,302
| New | +$42.3K | 0.01% | 469 |
|