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 |
|