Valmark Advisers’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,194
| Closed | -$212K | – | 474 |
|
|
2023
Q1 | $212K | Hold |
12,194
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $206K | Buy |
+12,194
| New | +$206K | ﹤0.01% | 428 |
|
|
2021
Q4 | – | Sell |
-16,401
| Closed | -$130K | – | 405 |
|
|
2021
Q3 | $130K | Hold |
16,401
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $113K | Hold |
16,401
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $100K | Buy |
+16,401
| New | +$100K | ﹤0.01% | 369 |
|