WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,748
| Closed | -$91K | – | 1575 |
|
|
2016
Q1 | $91K | Buy |
+7,748
| New | +$91K | 0.03% | 495 |
|
|
2015
Q1 | – | Sell |
-1,250
| Closed | -$28K | – | 1789 |
|
|
2014
Q4 | $28K | Hold |
1,250
| – | – | 0.01% | 1102 |
|
|
2014
Q3 | $34K | Hold |
1,250
| – | – | 0.01% | 1049 |
|
|
2014
Q2 | $40K | Sell |
1,250
-32,193
| -96% | -$1.03M | 0.01% | 994 |
|
|
2014
Q1 | $864K | Sell |
33,443
-655
| -2% | -$16.9K | 0.17% | 141 |
|
|
2013
Q4 | $887K | Buy |
34,098
+4,434
| +15% | +$115K | 0.13% | 190 |
|
|
2013
Q3 | $810K | Buy |
29,664
+3,635
| +14% | +$99.3K | 0.13% | 192 |
|
|
2013
Q2 | $947K | Buy |
+26,029
| New | +$947K | 0.16% | 160 |
|