Independent Advisor Alliance’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $901K | Buy |
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|
2023
Q3 | $865K | Hold |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $804K | Hold |
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|
2022
Q4 | $781 | Buy |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $454K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $174K | Sell |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $81K | Sell |
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|
2020
Q3 | $75K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $85K | Hold |
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|
2019
Q3 | $85K | Buy |
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|
2019
Q2 | $84K | Sell |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $121K | Buy |
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|
2018
Q2 | $90K | Hold |
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|
2018
Q1 | $84K | Sell |
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|
2017
Q4 | $94K | Buy |
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