Atria Wealth Solutions’s Calumet Specialty Products CLMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,000
| Closed | -$267K | – | 1958 |
|
|
2024
Q3 | $267K | Sell |
15,000
-10,000
| -40% | -$178K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $401K | Hold |
25,000
| – | – | ﹤0.01% | 1330 |
|
|
2024
Q1 | $372K | Sell |
25,000
-2,000
| -7% | -$29.7K | ﹤0.01% | 1404 |
|
|
2023
Q4 | $482K | Sell |
27,000
-9,000
| -25% | -$161K | 0.01% | 1223 |
|
|
2023
Q3 | $688K | Buy |
36,000
+1,000
| +3% | +$19.1K | 0.01% | 985 |
|
|
2023
Q2 | $555K | Sell |
35,000
-2,000
| -5% | -$31.7K | 0.01% | 1099 |
|
|
2023
Q1 | $643K | Sell |
37,000
-2,000
| -5% | -$34.8K | 0.01% | 994 |
|
|
2022
Q4 | $658K | Buy |
39,000
+19,000
| +95% | +$321K | 0.01% | 947 |
|
|
2022
Q3 | $256K | Hold |
20,000
| – | – | ﹤0.01% | 1389 |
|
|
2022
Q2 | $208K | Buy |
+20,000
| New | +$208K | ﹤0.01% | 1404 |
|