Impact Partnership Wealth’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 | $939K | Buy |
36,981
+17,507
| +90% | +$444K | 0.17% | 54 |
|
|
2025
Q1 | $563K | Buy |
+19,474
| New | +$563K | 0.12% | 96 |
|
|
2024
Q4 | – | Sell |
-25,689
| Closed | -$615K | – | 302 |
|
|
2024
Q3 | $615K | Buy |
25,689
+4,868
| +23% | +$117K | 0.14% | 94 |
|
|
2024
Q2 | $555K | Buy |
20,821
+3,260
| +19% | +$86.9K | 0.15% | 94 |
|
|
2024
Q1 | $490K | Sell |
17,561
-11,103
| -39% | -$310K | 0.19% | 75 |
|
|
2023
Q4 | $732K | Buy |
28,664
+13,550
| +90% | +$346K | 0.27% | 51 |
|
|
2023
Q3 | $409K | Buy |
+15,114
| New | +$409K | 0.13% | 85 |
|