IWA
IBEX Wealth Advisors’s Coterra Energy CTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-178,027
| Closed | -$4.75M | – | 116 |
|
|
2024
Q2 | $4.75M | Buy |
+178,027
| New | +$4.75M | 0.74% | 41 |
|
|
2024
Q1 | – | Sell |
-157
| Closed | -$4.02K | – | 124 |
|
|
2023
Q4 | $4.02K | Sell |
157
-11,311
| -99% | -$290K | 0.87% | 43 |
|
|
2023
Q3 | $310K | Buy |
+11,468
| New | +$310K | 0.08% | 97 |
|