WealthTrust Axiom’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,000
| Closed | -$216K | – | 233 |
|
|
2018
Q2 | $216K | Buy |
+5,000
| New | +$216K | 0.08% | 193 |
|
|
2017
Q4 | – | Sell |
-6,000
| Closed | -$227K | – | 226 |
|
|
2017
Q3 | $227K | Buy |
+6,000
| New | +$227K | 0.09% | 183 |
|
|
2017
Q2 | – | Sell |
-8,400
| Closed | -$208K | – | 224 |
|
|
2017
Q1 | $208K | Sell |
8,400
-3,600
| -30% | -$89.1K | 0.08% | 205 |
|
|
2016
Q4 | $324K | Hold |
12,000
| – | – | 0.12% | 146 |
|
|
2016
Q3 | $214K | Buy |
12,000
+2,000
| +20% | +$35.7K | 0.08% | 190 |
|
|
2016
Q2 | $141K | Hold |
10,000
| – | – | 0.05% | 203 |
|
|
2016
Q1 | $157K | Sell |
10,000
-250
| -2% | -$3.93K | 0.06% | 197 |
|
|
2015
Q4 | $193K | Buy |
+10,250
| New | +$193K | 0.08% | 191 |
|