JWM
Jacobus Wealth Management’s Calumet Specialty Products CLMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-9,900
| Closed | -$116K | – | 225 |
|
|
2016
Q1 | $116K | Hold |
9,900
| – | – | 0.03% | 252 |
|
|
2015
Q4 | $197K | Hold |
9,900
| – | – | 0.06% | 206 |
|
|
2015
Q3 | $240K | Hold |
9,900
| – | – | 0.07% | 188 |
|
|
2015
Q2 | $252K | Hold |
9,900
| – | – | 0.06% | 196 |
|
|
2015
Q1 | $238K | Hold |
9,900
| – | – | 0.06% | 194 |
|
|
2014
Q4 | $222K | Hold |
9,900
| – | – | 0.06% | 193 |
|
|
2014
Q3 | $272K | Hold |
9,900
| – | – | 0.08% | 179 |
|
|
2014
Q2 | $315K | Hold |
9,900
| – | – | 0.08% | 180 |
|
|
2014
Q1 | $256K | Hold |
9,900
| – | – | 0.06% | 197 |
|
|
2013
Q4 | $258K | Buy |
+9,900
| New | +$258K | 0.07% | 189 |
|