BWP
Baldwin Wealth Partners’s Coterra Energy CTRA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-878
| Closed | -$21K | – | 410 |
|
2024
Q3 | $21K | Buy |
+878
| New | +$21K | ﹤0.01% | 687 |
|
2017
Q3 | – | Sell |
-1,218
| Closed | -$31K | – | 487 |
|
2017
Q2 | $31K | Hold |
1,218
| – | – | 0.01% | 335 |
|
2017
Q1 | $29K | Hold |
1,218
| – | – | ﹤0.01% | 338 |
|
2016
Q4 | $28K | Hold |
1,218
| – | – | 0.01% | 343 |
|
2016
Q3 | $31K | Hold |
1,218
| – | – | 0.01% | 339 |
|
2016
Q2 | $31K | Hold |
1,218
| – | – | 0.01% | 305 |
|
2016
Q1 | $28K | Buy |
+1,218
| New | +$28K | 0.01% | 337 |
|