APWA
Atlas Private Wealth Advisors’s Coterra Energy CTRA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-27,558
| Closed | -$676K | – | 183 |
|
2023
Q1 | $676K | Hold |
27,558
| – | – | 0.31% | 62 |
|
2022
Q4 | $677K | Buy |
27,558
+4,672
| +20% | +$115K | 0.36% | 61 |
|
2022
Q3 | $598K | Sell |
22,886
-110
| -0.5% | -$2.87K | 0.36% | 64 |
|
2022
Q2 | $593K | Buy |
22,996
+995
| +5% | +$25.7K | 0.36% | 73 |
|
2022
Q1 | $593K | Buy |
+22,001
| New | +$593K | 0.26% | 82 |
|
2021
Q4 | – | Sell |
-57
| Closed | -$1K | – | 272 |
|
2021
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 697 |
|
2021
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 712 |
|
2021
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 782 |
|
2020
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 698 |
|
2020
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 618 |
|
2020
Q2 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 641 |
|