Cerity Partners’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,075
| Closed | -$222K | – | 2493 |
|
|
2024
Q4 | $222K | Sell |
10,075
-16,425
| -62% | -$362K | ﹤0.01% | 2186 |
|
|
2024
Q3 | $472K | Buy |
+26,500
| New | +$472K | ﹤0.01% | 1804 |
|
|
2024
Q2 | – | Sell |
-26,500
| Closed | -$394K | – | 2261 |
|
|
2024
Q1 | $394K | Buy |
26,500
+4,500
| +20% | +$66.9K | ﹤0.01% | 1721 |
|
|
2023
Q4 | $393K | Buy |
+22,000
| New | +$393K | ﹤0.01% | 1370 |
|