Concord Wealth Partners’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 | $619K | Buy |
+24,376
| New | +$619K | 0.09% | 146 |
|
|
2024
Q1 | – | Sell |
-526
| Closed | -$13.4K | – | 862 |
|
|
2023
Q4 | $13.4K | Buy |
526
+238
| +83% | +$6.07K | ﹤0.01% | 533 |
|
|
2023
Q3 | $7.78K | Buy |
288
+107
| +59% | +$2.89K | ﹤0.01% | 656 |
|
|
2023
Q2 | $4.58K | Buy |
181
+98
| +118% | +$2.48K | ﹤0.01% | 722 |
|
|
2023
Q1 | $2.04K | Sell |
83
-64
| -44% | -$1.57K | ﹤0.01% | 806 |
|
|
2022
Q4 | $3.61K | Buy |
+147
| New | +$3.61K | ﹤0.01% | 830 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | – | – | 1056 |
|
|
2021
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1008 |
|