Mosaic Family Wealth’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,455
| Closed | -$20K | – | 716 |
|
|
2017
Q3 | $20K | Hold |
2,455
| – | – | 0.01% | 458 |
|
|
2017
Q2 | $10K | Hold |
2,455
| – | – | ﹤0.01% | 490 |
|
|
2017
Q1 | $9K | Hold |
2,455
| – | – | ﹤0.01% | 506 |
|
|
2016
Q4 | $10K | Hold |
2,455
| – | – | ﹤0.01% | 493 |
|
|
2016
Q3 | $11K | Hold |
2,455
| – | – | 0.01% | 502 |
|
|
2016
Q2 | $13K | Buy |
2,455
+1
| +0% | +$5 | 0.01% | 496 |
|
|
2016
Q1 | $28K | Buy |
2,454
+115
| +5% | +$1.31K | 0.01% | 389 |
|
|
2015
Q4 | $46K | Buy |
+2,339
| New | +$46K | 0.02% | 339 |
|