Mark Sheptoff Financial Planning’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-300
| Closed | -$7K | – | 388 |
|
2015
Q3 | $7K | Hold |
300
| – | – | 0.01% | 269 |
|
2015
Q2 | $8K | Hold |
300
| – | – | 0.01% | 283 |
|
2015
Q1 | $7K | Hold |
300
| – | – | 0.01% | 282 |
|
2014
Q4 | $7K | Hold |
300
| – | – | 0.01% | 280 |
|
2014
Q3 | $8K | Hold |
300
| – | – | 0.01% | 279 |
|
2014
Q2 | $10K | Hold |
300
| – | – | 0.01% | 273 |
|
2014
Q1 | $8K | Buy |
+300
| New | +$8K | 0.01% | 293 |
|