Accel Wealth Management’s Calumet Specialty Products CLMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,000
| Closed | -$149K | – | 247 |
|
2024
Q1 | $149K | Hold |
10,000
| – | – | 0.06% | 221 |
|
2023
Q4 | $179K | Hold |
10,000
| – | – | 0.09% | 189 |
|
2023
Q3 | $191K | Hold |
10,000
| – | – | 0.11% | 162 |
|
2023
Q2 | $159K | Hold |
10,000
| – | – | 0.09% | 166 |
|
2023
Q1 | $174K | Hold |
10,000
| – | – | 0.07% | 238 |
|
2022
Q4 | $169K | Hold |
10,000
| – | – | 0.08% | 175 |
|
2022
Q3 | $136K | Hold |
10,000
| – | – | 0.07% | 209 |
|
2022
Q2 | $105K | Hold |
10,000
| – | – | 0.06% | 228 |
|
2022
Q1 | $136K | Hold |
10,000
| – | – | 0.07% | 210 |
|
2021
Q4 | $132K | Sell |
10,000
-306
| -3% | -$4.04K | 0.06% | 220 |
|
2021
Q3 | $82K | Hold |
10,306
| – | – | 0.05% | 252 |
|
2021
Q2 | $71K | Hold |
10,306
| – | – | 0.05% | 281 |
|
2021
Q1 | $63K | Hold |
10,306
| – | – | 0.05% | 281 |
|
2020
Q4 | $32K | Buy |
+10,306
| New | +$32K | 0.03% | 391 |
|