Cary Street Partners Investment Advisory’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,307
| Closed | -$33.4K | – | 571 |
|
2024
Q4 | $33.4K | Buy |
+1,307
| New | +$33.4K | 0.02% | 360 |
|
2023
Q4 | – | Sell |
-725
| Closed | -$19.6K | – | 869 |
|
2023
Q3 | $19.6K | Buy |
725
+525
| +263% | +$14.2K | ﹤0.01% | 1130 |
|
2023
Q2 | $5.06K | Hold |
200
| – | – | ﹤0.01% | 1412 |
|
2023
Q1 | $4.91K | Sell |
200
-1,001
| -83% | -$24.6K | ﹤0.01% | 1330 |
|
2022
Q4 | $29.5K | Buy |
+1,201
| New | +$29.5K | ﹤0.01% | 869 |
|