OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$1K | – | 1122 |
|
|
2019
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q4 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 1085 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$2K | – | 1281 |
|
|
2018
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 1266 |
|
|
2018
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 1305 |
|
|
2017
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 1221 |
|
|
2017
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 1021 |
|
|
2017
Q2 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 1209 |
|