Berman Capital Advisors’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Buy |
646
+188
| +41% | +$582 | ﹤0.01% | 1754 |
|
|
2021
Q2 | $2K | Sell |
458
-206
| -31% | -$900 | ﹤0.01% | 1649 |
|
|
2021
Q1 | $2K | Buy |
664
+267
| +67% | +$804 | ﹤0.01% | 1562 |
|
|
2020
Q4 | $0 | Hold |
397
| – | – | ﹤0.01% | 1860 |
|
|
2020
Q3 | $0 | Hold |
397
| – | – | ﹤0.01% | 1799 |
|
|
2020
Q2 | $0 | Buy |
+397
| New | – | ﹤0.01% | 1869 |
|