EverSource Wealth Advisors’s W&T Offshore WTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Buy |
27,303
+27,027
| +9,792% | +$44.6K | ﹤0.01% | 1683 |
|
|
2025
Q1 | $428 | Sell |
276
-100
| -27% | -$155 | ﹤0.01% | 3506 |
|
|
2024
Q4 | $624 | Sell |
376
-1,560
| -81% | -$2.59K | ﹤0.01% | 3115 |
|
|
2024
Q3 | $4.16K | Sell |
1,936
-1,328
| -41% | -$2.86K | ﹤0.01% | 2293 |
|
|
2024
Q2 | $7.87K | Buy |
3,264
+2,874
| +737% | +$6.93K | ﹤0.01% | 2000 |
|
|
2024
Q1 | $878 | Sell |
390
-1,187
| -75% | -$2.67K | ﹤0.01% | 2622 |
|
|
2023
Q4 | $5.14K | Buy |
1,577
+922
| +141% | +$3.01K | ﹤0.01% | 1848 |
|
|
2023
Q3 | $2.87K | Hold |
655
| – | – | ﹤0.01% | 1896 |
|
|
2023
Q2 | $2.54K | Hold |
655
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q1 | $3.33K | Hold |
655
| – | – | ﹤0.01% | 1774 |
|
|
2022
Q4 | $3.66K | Hold |
655
| – | – | ﹤0.01% | 1718 |
|
|
2022
Q3 | $4K | Hold |
655
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q2 | $3K | Hold |
655
| – | – | ﹤0.01% | 1448 |
|
|
2022
Q1 | $3K | Hold |
655
| – | – | ﹤0.01% | 1465 |
|
|
2021
Q4 | $2K | Buy |
+655
| New | +$2K | ﹤0.01% | 1641 |
|