Ellevest Inc’s W&T Offshore WTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,410
Closed -$8K 1986
2022
Q3
$8K Hold
1,410
﹤0.01% 1091
2022
Q2
$6K Sell
1,410
-76
-5% -$323 ﹤0.01% 984
2022
Q1
$6K Sell
1,486
-1,014
-41% -$4.09K ﹤0.01% 1013
2021
Q4
$8K Sell
2,500
-200
-7% -$640 ﹤0.01% 911
2021
Q3
$10K Sell
2,700
-4,217
-61% -$15.6K ﹤0.01% 825
2021
Q2
$34K Buy
6,917
+6,361
+1,144% +$31.3K ﹤0.01% 549
2021
Q1
$2K Buy
556
+218
+64% +$784 ﹤0.01% 1101
2020
Q4
$1K Buy
+338
New +$1K ﹤0.01% 1133
2020
Q3
Sell
-248
Closed -$1K 1348
2020
Q2
$1K Sell
248
-430
-63% -$1.73K ﹤0.01% 1077
2020
Q1
$1K Buy
678
+462
+214% +$681 ﹤0.01% 1006
2019
Q4
$1K Buy
+216
New +$1K ﹤0.01% 895