J.P. Morgan Private Wealth Advisors’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 | $496K | Sell |
14,199
-1,051
| -7% | -$36.7K | ﹤0.01% | 1247 |
|
|
2023
Q2 | $620K | Sell |
15,250
-11,132
| -42% | -$453K | ﹤0.01% | 951 |
|
|
2023
Q1 | $980K | Sell |
26,382
-1,600
| -6% | -$59.5K | ﹤0.01% | 1172 |
|
|
2022
Q4 | $909K | Buy |
27,982
+1,153
| +4% | +$37.4K | ﹤0.01% | 1188 |
|
|
2022
Q3 | $702K | Buy |
26,829
+3,039
| +13% | +$79.5K | ﹤0.01% | 1309 |
|
|
2022
Q2 | $675K | Buy |
23,790
+780
| +3% | +$22.1K | ﹤0.01% | 1322 |
|
|
2022
Q1 | $976K | Buy |
23,010
+5,950
| +35% | +$252K | ﹤0.01% | 1234 |
|
|
2021
Q4 | $789K | Buy |
17,060
+2,416
| +16% | +$112K | ﹤0.01% | 1364 |
|
|
2021
Q3 | $708K | Buy |
14,644
+465
| +3% | +$22.5K | ﹤0.01% | 1369 |
|
|
2021
Q2 | $684K | Buy |
14,179
+1,870
| +15% | +$90.2K | ﹤0.01% | 1363 |
|
|
2021
Q1 | $649K | Sell |
12,309
-73
| -0.6% | -$3.85K | ﹤0.01% | 1218 |
|
|
2020
Q4 | $476K | Buy |
12,382
+727
| +6% | +$27.9K | ﹤0.01% | 1309 |
|
|
2020
Q3 | $386K | Sell |
11,655
-903
| -7% | -$29.9K | ﹤0.01% | 1255 |
|
|
2020
Q2 | $420K | Buy |
+12,558
| New | +$420K | ﹤0.01% | 1180 |
|