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 |
|