Integrated Wealth Concepts’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6K | Buy |
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|
2025
Q1 | $35.8K | Sell |
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|
2024
Q4 | $44.2K | Buy |
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|
2024
Q3 | $56.1K | Sell |
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|
2024
Q2 | $58.7K | Buy |
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|
2024
Q1 | $68.9K | Buy |
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|
2023
Q4 | $84.5K | Sell |
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|
2023
Q3 | $126K | Hold |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $147K | Buy |
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|
2022
Q4 | $106K | Hold |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $73K | Hold |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $68K | Buy |
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