D.A. Davidson & Co’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,226
| Closed | -$360K | – | 1389 |
|
|
2023
Q4 | $360K | Buy |
9,226
+72
| +0.8% | +$2.81K | ﹤0.01% | 1065 |
|
|
2023
Q3 | $320K | Sell |
9,154
-47
| -0.5% | -$1.64K | ﹤0.01% | 1063 |
|
|
2023
Q2 | $374K | Buy |
9,201
+697
| +8% | +$28.3K | ﹤0.01% | 1009 |
|
|
2023
Q1 | $316K | Sell |
8,504
-15
| -0.2% | -$557 | ﹤0.01% | 1060 |
|
|
2022
Q4 | $277K | Buy |
8,519
+833
| +11% | +$27K | ﹤0.01% | 1083 |
|
|
2022
Q3 | $201K | Buy |
+7,686
| New | +$201K | ﹤0.01% | 1163 |
|
|
2022
Q2 | – | Sell |
-7,146
| Closed | -$303K | – | 1278 |
|
|
2022
Q1 | $303K | Buy |
+7,146
| New | +$303K | ﹤0.01% | 1071 |
|