Accurate Wealth Management’s Coterra Energy CTRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$745K Sell
29,683
-6,272
-17% -$157K 0.11% 193
2025
Q1
$905K Sell
35,955
-3,440
-9% -$86.6K 0.17% 124
2024
Q4
$1.09M Buy
39,395
+5,011
+15% +$139K 0.21% 111
2024
Q3
$828K Buy
34,384
+3,297
+11% +$79.4K 0.17% 134
2024
Q2
$847K Buy
31,087
+2,701
+10% +$73.6K 0.2% 109
2024
Q1
$788K Buy
28,386
+8,155
+40% +$226K 0.23% 98
2023
Q4
$509K Buy
20,231
+8,148
+67% +$205K 0.16% 133
2023
Q3
$355K Buy
12,083
+3,131
+35% +$92.1K 0.11% 173
2023
Q2
$228K Buy
+8,952
New +$228K 0.07% 245
2023
Q1
Sell
-1,101
Closed -$27.6K 507
2022
Q4
$27.6K Buy
+1,101
New +$27.6K 0.01% 588