GoalVest Advisory’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 | – | Sell |
-18,690
| Closed | -$316K | – | 391 |
|
|
2025
Q1 | $316K | Sell |
18,690
-400
| -2% | -$6.77K | 0.09% | 95 |
|
|
2024
Q4 | $711K | Sell |
19,090
-250
| -1% | -$9.31K | 0.2% | 78 |
|
|
2024
Q3 | $696K | Sell |
19,340
-400
| -2% | -$14.4K | 0.2% | 74 |
|
|
2024
Q2 | $682K | Buy |
19,740
+600
| +3% | +$20.7K | 0.22% | 71 |
|
|
2024
Q1 | $854K | Buy |
+19,140
| New | +$854K | 0.28% | 63 |
|