Carson Wealth (CWM LLC)’s Calumet Specialty Products CLMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 4976 |
|
|
2024
Q4 | – | Sell |
-600
| Closed | -$11K | – | 4931 |
|
|
2024
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 3717 |
|
|
2024
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 3525 |
|
|
2024
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 3377 |
|
|
2023
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 3120 |
|
|
2023
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 3069 |
|
|
2023
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 3063 |
|
|
2023
Q1 | $10K | Hold |
600
| – | – | ﹤0.01% | 2930 |
|
|
2022
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 2784 |
|
|
2022
Q3 | $8K | Hold |
600
| – | – | ﹤0.01% | 2797 |
|
|
2022
Q2 | $6K | Hold |
600
| – | – | ﹤0.01% | 2855 |
|
|
2022
Q1 | $8K | Hold |
600
| – | – | ﹤0.01% | 2593 |
|
|
2021
Q4 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 2455 |
|
|
2021
Q2 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2021
Q1 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2020
Q4 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2020
Q3 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2020
Q2 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2020
Q1 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2019
Q4 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2019
Q3 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2019
Q2 | $4K | Hold |
600
| – | – | ﹤0.01% | 2394 |
|
|
2019
Q1 | $4K | Buy |
+600
| New | +$4K | ﹤0.01% | 2394 |
|