Waverly 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
Q4 | – | Sell |
-1,701
| Closed | -$41K | – | 179 |
|
|
2015
Q3 | $41K | Buy |
1,701
+43
| +3% | +$1.04K | 0.03% | 159 |
|
|
2015
Q2 | $42K | Buy |
1,658
+40
| +2% | +$1.01K | 0.03% | 158 |
|
|
2015
Q1 | $39K | Buy |
1,618
+43
| +3% | +$1.04K | 0.02% | 144 |
|
|
2014
Q4 | $35K | Buy |
1,575
+37
| +2% | +$822 | 0.02% | 159 |
|
|
2014
Q3 | $42K | Buy |
+1,538
| New | +$42K | 0.02% | 239 |
|