Steward Partners Investment Advisory’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-110
| Closed | -$4K | – | 2892 |
|
|
2020
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 2413 |
|
|
2020
Q2 | $4K | Buy |
110
+45
| +69% | +$1.64K | ﹤0.01% | 2310 |
|
|
2020
Q1 | $1K | Hold |
65
| – | – | ﹤0.01% | 2364 |
|
|
2019
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 2413 |
|
|
2019
Q3 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 2411 |
|