Simplicity Wealth’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
$101K Buy
+61,111
New +$101K ﹤0.01% 575
2024
Q3
Sell
-29,090
Closed -$62.3K 1229
2024
Q2
$62.3K Buy
+29,090
New +$62.3K ﹤0.01% 1193