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