Concert Wealth Management’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-13,263
| Closed | -$64K | – | 1003 |
|
|
2016
Q2 | $64K | Sell |
13,263
-1,985
| -13% | -$9.58K | 0.01% | 656 |
|
|
2016
Q1 | $179K | Buy |
15,248
+1,107
| +8% | +$13K | 0.02% | 602 |
|
|
2015
Q4 | $281K | Sell |
14,141
-1,125
| -7% | -$22.4K | 0.04% | 488 |
|
|
2015
Q3 | $371K | Buy |
15,266
+669
| +5% | +$16.3K | 0.05% | 424 |
|
|
2015
Q2 | $371K | Buy |
14,597
+503
| +4% | +$12.8K | 0.05% | 432 |
|
|
2015
Q1 | $3K | Buy |
14,094
+1,111
| +9% | +$236 | ﹤0.01% | 482 |
|
|
2014
Q4 | $289K | Buy |
12,983
+99
| +0.8% | +$2.2K | 0.04% | 468 |
|
|
2014
Q3 | $355K | Sell |
12,884
-20
| -0.2% | -$551 | 0.05% | 346 |
|
|
2014
Q2 | $399K | Buy |
12,904
+282
| +2% | +$8.72K | 0.05% | 340 |
|
|
2014
Q1 | $323K | Buy |
12,622
+85
| +0.7% | +$2.18K | 0.04% | 387 |
|
|
2013
Q4 | $327K | Buy |
12,537
+207
| +2% | +$5.4K | 0.04% | 355 |
|
|
2013
Q3 | $337K | Sell |
12,330
-1,982
| -14% | -$54.2K | 0.05% | 340 |
|
|
2013
Q2 | $521K | Buy |
+14,312
| New | +$521K | 0.08% | 219 |
|