IFP Advisors’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61 | Buy |
+37
| New | +$61 | ﹤0.01% | 4782 |
|
|
2024
Q1 | – | Sell |
-875
| Closed | -$2.85K | – | 3258 |
|
|
2023
Q4 | $2.85K | Hold |
875
| – | – | ﹤0.01% | 2584 |
|
|
2023
Q3 | $3.83K | Hold |
875
| – | – | ﹤0.01% | 2610 |
|
|
2023
Q2 | $3.39K | Sell |
875
-1,000
| -53% | -$3.87K | ﹤0.01% | 2677 |
|
|
2023
Q1 | $12.6K | Hold |
1,875
| – | – | ﹤0.01% | 2202 |
|
|
2022
Q4 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 3234 |
|
|
2022
Q3 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 3485 |
|
|
2022
Q2 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 3226 |
|
|
2022
Q1 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 3226 |
|
|
2021
Q4 | $6K | Hold |
1,875
| – | – | ﹤0.01% | 2396 |
|
|
2021
Q3 | $7K | Buy |
1,875
+875
| +88% | +$3.27K | ﹤0.01% | 2387 |
|
|
2021
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 2485 |
|
|
2021
Q1 | $4K | Sell |
1,000
-100
| -9% | -$400 | ﹤0.01% | 2486 |
|
|
2020
Q4 | $2K | Hold |
1,100
| – | – | ﹤0.01% | 2653 |
|
|
2020
Q3 | $2K | Hold |
1,100
| – | – | ﹤0.01% | 2509 |
|
|
2020
Q2 | $2K | Buy |
+1,100
| New | +$2K | ﹤0.01% | 2412 |
|
|
2019
Q1 | – | Sell |
-47
| Closed | – | – | 3450 |
|
|
2018
Q4 | $0 | Hold |
47
| – | – | ﹤0.01% | 3844 |
|
|
2018
Q3 | $0 | Hold |
47
| – | – | ﹤0.01% | 3981 |
|
|
2018
Q2 | $0 | Buy |
+47
| New | – | ﹤0.01% | 4035 |
|