Provenance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22
| Closed | -$372 | – | 447 |
|
|
2025
Q1 | $372 | Hold |
22
| – | – | ﹤0.01% | 522 |
|
|
2024
Q4 | $819 | Hold |
22
| – | – | ﹤0.01% | 512 |
|
|
2024
Q3 | $792 | Hold |
22
| – | – | ﹤0.01% | 550 |
|
|
2024
Q2 | $760 | Hold |
22
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $982 | Hold |
22
| – | – | ﹤0.01% | 484 |
|
|
2023
Q4 | $858 | Hold |
22
| – | – | ﹤0.01% | 541 |
|
|
2023
Q3 | $768 | Buy |
+22
| New | +$768 | ﹤0.01% | 435 |
|