J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $553K | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $170K | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $85K | Buy |
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