Sheets Smith Wealth Management’s Calumet Specialty Products CLMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,287
| Closed | -$197K | – | 379 |
|
|
2024
Q2 | $197K | Buy |
12,287
+85
| +0.7% | +$1.36K | 0.02% | 362 |
|
|
2024
Q1 | $181K | Hold |
12,202
| – | – | 0.02% | 366 |
|
|
2023
Q4 | $218K | Buy |
12,202
+1,225
| +11% | +$21.9K | 0.03% | 321 |
|
|
2023
Q3 | $210K | Buy |
10,977
+377
| +4% | +$7.2K | 0.03% | 305 |
|
|
2023
Q2 | $168K | Buy |
+10,600
| New | +$168K | 0.02% | 316 |
|