Farther Finance Advisors’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580 | Buy |
38
+28
| +280% | +$427 | ﹤0.01% | 4011 |
|
|
2025
Q1 | $167 | Sell |
10
-7
| -41% | -$117 | ﹤0.01% | 3983 |
|
|
2024
Q4 | $633 | Hold |
17
| – | – | ﹤0.01% | 3389 |
|
|
2024
Q3 | $609 | Hold |
17
| – | – | ﹤0.01% | 3379 |
|
|
2024
Q2 | $566 | Hold |
17
| – | – | ﹤0.01% | 3245 |
|
|
2024
Q1 | $733 | Hold |
17
| – | – | ﹤0.01% | 2893 |
|
|
2023
Q4 | $663 | Sell |
17
-9
| -35% | -$351 | ﹤0.01% | 2877 |
|
|
2023
Q3 | $908 | Hold |
26
| – | – | ﹤0.01% | 2102 |
|
|
2023
Q2 | $1.06K | Hold |
26
| – | – | ﹤0.01% | 1960 |
|
|
2023
Q1 | $966 | Buy |
26
+19
| +271% | +$706 | ﹤0.01% | 1856 |
|
|
2022
Q4 | $227 | Buy |
+7
| New | +$227 | ﹤0.01% | 2011 |
|