Berman Capital Advisors’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $60K | Buy |
2,763
+1,845
| +201% | +$40.1K | 0.01% | 604 |
|
|
2021
Q2 | $16K | Hold |
918
| – | – | ﹤0.01% | 984 |
|
|
2021
Q1 | $17K | Sell |
918
-38
| -4% | -$704 | ﹤0.01% | 836 |
|
|
2020
Q4 | $15K | Buy |
956
+78
| +9% | +$1.22K | ﹤0.01% | 754 |
|
|
2020
Q3 | $14K | Hold |
878
| – | – | ﹤0.01% | 684 |
|
|
2020
Q2 | $14K | Sell |
878
-136
| -13% | -$2.17K | ﹤0.01% | 643 |
|
|
2020
Q1 | $16K | Buy |
1,014
+914
| +914% | +$14.4K | 0.01% | 545 |
|
|
2019
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1308 |
|
|
2019
Q3 | – | Sell |
-243
| Closed | -$5K | – | 1466 |
|
|
2019
Q2 | $5K | Buy |
243
+43
| +22% | +$885 | ﹤0.01% | 944 |
|
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 856 |
|
|
2018
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 790 |
|