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Heritage Oak Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,080
Closed -$217K – 92
2024
Q3 		$217K Buy
+9,080
New +$217K 0.1% 137