IFP 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 | $1.79K | Buy |
117
+105
| +875% | +$1.6K | ﹤0.01% | 3947 |
|
|
2025
Q1 | $203 | Hold |
12
| – | – | ﹤0.01% | 3665 |
|
|
2024
Q4 | $447 | Buy |
+12
| New | +$447 | ﹤0.01% | 3447 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$854 | – | 3342 |
|
|
2023
Q2 | $854 | Buy |
+21
| New | +$854 | ﹤0.01% | 3114 |
|
|
2023
Q1 | – | Sell |
-78
| Closed | -$4K | – | 3552 |
|
|
2022
Q4 | $4K | Sell |
78
-25
| -24% | -$1.28K | ﹤0.01% | 3868 |
|
|
2022
Q3 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 4008 |
|