Alta Wealth Advisors’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
$618K Sell
24,343
-8,893
-27% -$226K 0.29% 56
2025
Q1
$961K Buy
+33,236
New +$961K 0.44% 53
2024
Q3
Sell
-10,690
Closed -$285K 135
2024
Q2
$285K Hold
10,690
0.14% 108
2024
Q1
$298K Sell
10,690
-2,099
-16% -$58.5K 0.15% 108
2023
Q4
$326K Buy
+12,789
New +$326K 0.18% 100