Avidian Wealth Enterprises’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 | – | Sell |
-7,162
| Closed | -$207K | – | 557 |
|
|
2025
Q1 | $207K | Buy |
+7,162
| New | +$207K | 0.01% | 497 |
|
|
2024
Q4 | – | Sell |
-8,358
| Closed | -$200K | – | 514 |
|
|
2024
Q3 | $200K | Buy |
8,358
+523
| +7% | +$12.5K | 0.01% | 482 |
|
|
2024
Q2 | $209K | Buy |
+7,835
| New | +$209K | 0.01% | 461 |
|
|
2020
Q1 | – | Sell |
-18,342
| Closed | -$319K | – | 217 |
|
|
2019
Q4 | $319K | Sell |
18,342
-97
| -0.5% | -$1.69K | 0.05% | 170 |
|
|
2019
Q3 | $324K | Buy |
+18,439
| New | +$324K | 0.05% | 141 |
|