CWM
Cadence Wealth Management’s Coterra Energy CTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
14,112
+1,361
| +11% | +$34.5K | 0.24% | 40 |
|
|
2025
Q1 | $369K | Buy |
12,751
+871
| +7% | +$25.2K | 0.27% | 36 |
|
|
2024
Q4 | $303K | Buy |
11,880
+472
| +4% | +$12.1K | 0.2% | 38 |
|
|
2024
Q3 | $273K | Buy |
11,408
+41
| +0.4% | +$982 | 0.22% | 36 |
|
|
2024
Q2 | $303K | Buy |
+11,367
| New | +$303K | 0.21% | 35 |
|