Allworth Financial’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,987
| Closed | -$4.27K | – | 4047 |
|
|
2024
Q3 | $4.27K | Sell |
1,987
-1,983
| -50% | -$4.26K | ﹤0.01% | 2635 |
|
|
2024
Q2 | $9.49K | Buy |
3,970
+2,624
| +195% | +$6.27K | ﹤0.01% | 2241 |
|
|
2024
Q1 | $3.57K | Buy |
1,346
+604
| +81% | +$1.6K | ﹤0.01% | 2553 |
|
|
2023
Q4 | $2.42K | Buy |
+742
| New | +$2.42K | ﹤0.01% | 2595 |
|
|
2023
Q2 | – | Sell |
-70
| Closed | -$356 | – | 3399 |
|
|
2023
Q1 | $356 | Hold |
70
| – | – | ﹤0.01% | 2906 |
|
|
2022
Q4 | $391 | Sell |
70
-30
| -30% | -$168 | ﹤0.01% | 2687 |
|
|
2022
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2545 |
|