Howe & Rusling’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-355
| Closed | -$14K | – | 834 |
|
|
2018
Q3 | $14K | Sell |
355
-2,495
| -88% | -$98.4K | ﹤0.01% | 443 |
|
|
2018
Q2 | $124K | Hold |
2,850
| – | – | 0.02% | 183 |
|
|
2018
Q1 | $102K | Hold |
2,850
| – | – | 0.02% | 212 |
|
|
2017
Q4 | $114K | Buy |
+2,850
| New | +$114K | 0.02% | 233 |
|
|
2016
Q4 | – | Sell |
-155
| Closed | -$3K | – | 1035 |
|
|
2016
Q3 | $3K | Hold |
155
| – | – | ﹤0.01% | 756 |
|
|
2016
Q2 | $2K | Hold |
155
| – | – | ﹤0.01% | 800 |
|
|
2016
Q1 | $2K | Sell |
155
-20
| -11% | -$258 | ﹤0.01% | 834 |
|
|
2015
Q4 | $3K | Hold |
175
| – | – | ﹤0.01% | 723 |
|
|
2015
Q3 | $3K | Hold |
175
| – | – | ﹤0.01% | 725 |
|
|
2015
Q2 | $4K | Hold |
175
| – | – | ﹤0.01% | 689 |
|
|
2015
Q1 | $5K | Buy |
175
+75
| +75% | +$2.14K | ﹤0.01% | 602 |
|
|
2014
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 699 |
|
|
2014
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 728 |
|