Bogart Wealth LLC’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 | $25.9K | Buy |
+1,022
| New | +$25.9K | ﹤0.01% | 575 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$25.5K | – | 1429 |
|
|
2024
Q4 | $25.5K | Hold |
1,000
| – | – | ﹤0.01% | 527 |
|
|
2024
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 525 |
|
|
2024
Q2 | $26.7K | Buy |
+1,000
| New | +$26.7K | ﹤0.01% | 492 |
|
|
2024
Q1 | – | Sell |
-42
| Closed | -$1.07K | – | 1081 |
|
|
2023
Q4 | $1.07K | Hold |
42
| – | – | ﹤0.01% | 956 |
|
|
2023
Q3 | $1.14K | Sell |
42
-900
| -96% | -$24.3K | ﹤0.01% | 950 |
|
|
2023
Q2 | $23.8K | Sell |
942
-100
| -10% | -$2.53K | ﹤0.01% | 433 |
|
|
2023
Q1 | $25.6K | Buy |
+1,042
| New | +$25.6K | ﹤0.01% | 420 |
|