Chicago Partners Investment Group’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 |
-10,621
| Closed | -$32.6K | – | 758 |
|
2023
Q4 | $32.6K | Sell |
10,621
-1,841
| -15% | -$5.65K | ﹤0.01% | 691 |
|
2023
Q3 | $50.6K | Sell |
12,462
-2,974
| -19% | -$12.1K | ﹤0.01% | 643 |
|
2023
Q2 | $60.8K | Sell |
15,436
-4,490
| -23% | -$17.7K | ﹤0.01% | 669 |
|
2023
Q1 | $91.1K | Hold |
19,926
| – | – | 0.01% | 645 |
|
2022
Q4 | $121K | Buy |
+19,926
| New | +$121K | 0.01% | 612 |
|