Mount Yale Investment Advisors’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-43,000
| Closed | -$295K | – | 462 |
|
|
2021
Q2 | $295K | Hold |
43,000
| – | – | 0.04% | 322 |
|
|
2021
Q1 | $262K | Hold |
43,000
| – | – | 0.03% | 345 |
|
|
2020
Q4 | $135K | Hold |
43,000
| – | – | 0.02% | 388 |
|
|
2020
Q3 | $110K | Hold |
43,000
| – | – | 0.02% | 342 |
|
|
2020
Q2 | $98K | Buy |
+43,000
| New | +$98K | 0.02% | 328 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$14K | – | 400 |
|
|
2018
Q3 | $14K | Hold |
3,000
| – | – | ﹤0.01% | 826 |
|
|
2018
Q2 | $22K | Hold |
3,000
| – | – | ﹤0.01% | 766 |
|
|
2018
Q1 | $21K | Buy |
+3,000
| New | +$21K | ﹤0.01% | 755 |
|