EWM
Empirical Wealth Management’s Coterra Energy CTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,391
| Closed | -$214K | – | 694 |
|
|
2025
Q1 | $214K | Sell |
7,391
-66,179
| -90% | -$1.91M | 0.01% | 591 |
|
|
2024
Q4 | $1.88M | Buy |
73,570
+8,464
| +13% | +$216K | 0.05% | 207 |
|
|
2024
Q3 | $1.56M | Buy |
65,106
+7,363
| +13% | +$176K | 0.04% | 213 |
|
|
2024
Q2 | $1.54M | Sell |
57,743
-1,231
| -2% | -$32.8K | 0.05% | 210 |
|
|
2024
Q1 | $1.64M | Buy |
58,974
+9,843
| +20% | +$274K | 0.05% | 203 |
|
|
2023
Q4 | $1.25M | Buy |
49,131
+4,293
| +10% | +$110K | 0.04% | 217 |
|
|
2023
Q3 | $1.21M | Buy |
44,838
+2,117
| +5% | +$57.3K | 0.05% | 206 |
|
|
2023
Q2 | $1.08M | Sell |
42,721
-4,777
| -10% | -$121K | 0.04% | 218 |
|
|
2023
Q1 | $1.17M | Buy |
47,498
+16,673
| +54% | +$409K | 0.05% | 193 |
|
|
2022
Q4 | $757K | Buy |
30,825
+2,066
| +7% | +$50.8K | 0.04% | 249 |
|
|
2022
Q3 | $751K | Buy |
28,759
+6,671
| +30% | +$174K | 0.04% | 229 |
|
|
2022
Q2 | $570K | Buy |
+22,088
| New | +$570K | 0.03% | 274 |
|