Pinnacle Wealth Planning Services’s W&T Offshore WTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,229
Closed -$49.9K 568
2024
Q3
$49.9K Sell
23,229
-522
-2% -$1.12K 0.01% 525
2024
Q2
$50.8K Buy
23,751
+7,986
+51% +$17.1K 0.01% 503
2024
Q1
$41.8K Buy
+15,765
New +$41.8K 0.01% 506