Avion Wealth’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
452
+105
| +30% | – | ﹤0.01% | 1655 |
|
|
2025
Q1 | $0 | Buy |
+347
| New | – | ﹤0.01% | 1389 |
|
|
2024
Q4 | – | Sell |
-464
| Closed | – | – | 1306 |
|
|
2024
Q3 | $0 | Buy |
+464
| New | – | ﹤0.01% | 1366 |
|
|
2024
Q1 | – | Sell |
-302
| Closed | -$1K | – | 1236 |
|
|
2023
Q4 | $1K | Buy |
+302
| New | +$1K | ﹤0.01% | 1025 |
|