Atria Wealth Solutions’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
Q1 | – | Sell |
-10,000
| Closed | -$32.6K | – | 2051 |
|
2023
Q4 | $32.6K | Hold |
10,000
| – | – | ﹤0.01% | 1886 |
|
2023
Q3 | $43.8K | Sell |
10,000
-90
| -0.9% | -$394 | ﹤0.01% | 1809 |
|
2023
Q2 | $39K | Sell |
10,090
-15,000
| -60% | -$58.1K | ﹤0.01% | 1817 |
|
2023
Q1 | $127K | Buy |
25,090
+6,000
| +31% | +$30.5K | ﹤0.01% | 1726 |
|
2022
Q4 | $107K | Buy |
+19,090
| New | +$107K | ﹤0.01% | 1687 |
|