Sheets Smith Wealth Management’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 |
-16,354
| Closed | -$647K | – | 280 |
|
|
2018
Q3 | $647K | Buy |
16,354
+426
| +3% | +$16.9K | 0.13% | 177 |
|
|
2018
Q2 | $691K | Buy |
15,928
+417
| +3% | +$18.1K | 0.16% | 153 |
|
|
2018
Q1 | $556K | Sell |
15,511
-217
| -1% | -$7.78K | 0.13% | 174 |
|
|
2017
Q4 | $629K | Buy |
15,728
+6,521
| +71% | +$261K | 0.15% | 169 |
|
|
2017
Q3 | $349K | Buy |
+9,207
| New | +$349K | 0.09% | 225 |
|