Cerity Partners’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	–	Sell	-15,515	Closed	-$24K	–	2762
2025 Q1	$24K	Buy	15,515 +5,020	+48%	+$7.78K	﹤0.01%	2435
2024 Q4	$22.1K	Sell	10,495 -2,633	-20%	-$5.54K	﹤0.01%	2405
2024 Q3	$28.2K	Buy	+13,128	New	+$28.2K	﹤0.01%	2503