Curi RMB Capital’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31,538
| Closed | -$1.46M | – | 442 |
|
|
2021
Q4 | $1.46M | Sell |
31,538
-8,913
| -22% | -$412K | 0.04% | 230 |
|
|
2021
Q3 | $1.96M | Buy |
40,451
+10,867
| +37% | +$525K | 0.06% | 211 |
|
|
2021
Q2 | $1.43M | Buy |
+29,584
| New | +$1.43M | 0.05% | 241 |
|
|
2017
Q2 | – | Sell |
-202,519
| Closed | -$5.03M | – | 701 |
|
|
2017
Q1 | $5.03M | Sell |
202,519
-132,000
| -39% | -$3.28M | 0.21% | 109 |
|
|
2016
Q4 | $9.05M | Hold |
334,519
| – | – | 0.49% | 60 |
|
|
2016
Q3 | $5.97M | Hold |
334,519
| – | – | 0.32% | 79 |
|
|
2016
Q2 | $4.73M | Hold |
334,519
| – | – | 0.25% | 93 |
|
|
2016
Q1 | $5.27M | Hold |
334,519
| – | – | 0.34% | 80 |
|
|
2015
Q4 | $6.32M | Hold |
334,519
| – | – | 0.29% | 71 |
|
|
2015
Q3 | $6.08M | Buy |
334,519
+2,417
| +0.7% | +$43.9K | 0.4% | 75 |
|
|
2015
Q2 | $8.3M | Buy |
332,102
+3,088
| +0.9% | +$77.2K | 0.54% | 61 |
|
|
2015
Q1 | $8.86M | Buy |
329,014
+2,645
| +0.8% | +$71.3K | 0.53% | 58 |
|
|
2014
Q4 | $9.15M | Sell |
326,369
-15,438
| -5% | -$433K | 0.56% | 53 |
|
|
2014
Q3 | $7.52M | Sell |
341,807
-30,471
| -8% | -$670K | 0.46% | 65 |
|
|
2014
Q2 | $10.1M | Sell |
372,278
-64,630
| -15% | -$1.75M | 0.64% | 47 |
|
|
2014
Q1 | $11.7M | Buy |
436,908
+18,885
| +5% | +$506K | 0.81% | 36 |
|
|
2013
Q4 | $11.3M | Sell |
418,023
-59,680
| -12% | -$1.62M | 0.79% | 44 |
|
|
2013
Q3 | $11.5M | Buy |
477,703
+4,249
| +0.9% | +$102K | 0.82% | 40 |
|
|
2013
Q2 | $10.1M | Buy |
+473,454
| New | +$10.1M | 0.76% | 44 |
|