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