Lee Financial’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-285
| Closed | -$11.1K | – | 278 |
|
|
2023
Q4 | $11.1K | Hold |
285
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $9.95K | Hold |
285
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $11.6K | Hold |
285
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $10.6K | Hold |
285
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $9.25K | Hold |
285
| – | – | ﹤0.01% | 477 |
|
|
2022
Q3 | $7K | Hold |
285
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $8K | Hold |
285
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $12K | Buy |
285
+50
| +21% | +$2.11K | ﹤0.01% | 408 |
|
|
2021
Q4 | $11K | Buy |
+235
| New | +$11K | ﹤0.01% | 473 |
|