Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$36K | – | 932 |
|
|
2015
Q1 | $36K | Hold |
1,500
| – | – | 0.01% | 468 |
|
|
2014
Q4 | $34K | Hold |
1,500
| – | – | 0.01% | 450 |
|
|
2014
Q3 | $41K | Hold |
1,500
| – | – | 0.01% | 440 |
|
|
2014
Q2 | $48K | Hold |
1,500
| – | – | 0.02% | 396 |
|
|
2014
Q1 | $39K | Buy |
+1,500
| New | +$39K | 0.02% | 384 |
|