Summit Global Investments’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,309
| Closed | -$263K | – | 551 |
|
|
2024
Q3 | $263K | Sell |
7,309
-5,304
| -42% | -$191K | 0.02% | 446 |
|
|
2024
Q2 | $436K | Sell |
12,613
-2,777
| -18% | -$96K | 0.03% | 367 |
|
|
2024
Q1 | $687K | Buy |
15,390
+4,166
| +37% | +$186K | 0.05% | 275 |
|
|
2023
Q4 | $438K | Buy |
+11,224
| New | +$438K | 0.03% | 355 |
|
|
2022
Q2 | – | Sell |
-7,900
| Closed | -$335K | – | 475 |
|
|
2022
Q1 | $335K | Buy |
+7,900
| New | +$335K | 0.02% | 393 |
|