Stratos Wealth Partners’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 |
-27,405
| Closed | -$188K | – | 1198 |
|
2021
Q2 | $188K | Buy |
27,405
+6,218
| +29% | +$42.7K | ﹤0.01% | 1132 |
|
2021
Q1 | $129K | Buy |
21,187
+3,087
| +17% | +$18.8K | ﹤0.01% | 1076 |
|
2020
Q4 | $57K | Buy |
+18,100
| New | +$57K | ﹤0.01% | 1062 |
|
2019
Q1 | – | Sell |
-13,180
| Closed | -$29K | – | 939 |
|
2018
Q4 | $29K | Sell |
13,180
-10,000
| -43% | -$22K | ﹤0.01% | 861 |
|
2018
Q3 | $148K | Buy |
+23,180
| New | +$148K | 0.01% | 955 |
|
2018
Q1 | – | Sell |
-296
| Closed | -$2K | – | 3130 |
|
2017
Q4 | $2K | Buy |
+296
| New | +$2K | ﹤0.01% | 2589 |
|