Harbor Investment Advisory’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,245
| Closed | -$50.6K | – | 1211 |
|
2023
Q2 | $50.6K | Hold |
1,245
| – | – | 0.01% | 708 |
|
2023
Q1 | $46.3K | Hold |
1,245
| – | – | 0.01% | 729 |
|
2022
Q4 | $40.4K | Hold |
1,245
| – | – | 0.01% | 745 |
|
2022
Q3 | $33K | Hold |
1,245
| – | – | 0.01% | 793 |
|
2022
Q2 | $35K | Hold |
1,245
| – | – | 0.01% | 786 |
|
2022
Q1 | $53K | Hold |
1,245
| – | – | 0.01% | 734 |
|
2021
Q4 | $58K | Hold |
1,245
| – | – | 0.01% | 700 |
|
2021
Q3 | $60K | Hold |
1,245
| – | – | 0.01% | 682 |
|
2021
Q2 | $60K | Hold |
1,245
| – | – | 0.01% | 658 |
|
2021
Q1 | $66K | Sell |
1,245
-360
| -22% | -$19.1K | 0.01% | 599 |
|
2020
Q4 | $62K | Buy |
1,605
+494
| +44% | +$19.1K | 0.01% | 576 |
|
2020
Q3 | $37K | Buy |
1,111
+563
| +103% | +$18.8K | 0.01% | 576 |
|
2020
Q2 | $18K | Hold |
548
| – | – | ﹤0.01% | 660 |
|
2020
Q1 | $14K | Buy |
+548
| New | +$14K | ﹤0.01% | 653 |
|