Insight Wealth Strategies’s Coterra Energy CTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-69,611
| Closed | -$1.78M | – | 166 |
|
|
2023
Q4 | $1.78M | Buy |
69,611
+3,576
| +5% | +$91.3K | 0.29% | 84 |
|
|
2023
Q3 | $1.79M | Buy |
66,035
+4,465
| +7% | +$121K | 0.35% | 57 |
|
|
2023
Q2 | $1.56M | Buy |
61,570
+400
| +0.7% | +$10.1K | 0.3% | 62 |
|
|
2023
Q1 | $1.5M | Buy |
61,170
+1,869
| +3% | +$45.9K | 0.29% | 60 |
|
|
2022
Q4 | $1.46M | Sell |
59,301
-74
| -0.1% | -$1.82K | 0.28% | 63 |
|
|
2022
Q3 | $1.53M | Hold |
59,375
| – | – | 0.28% | 54 |
|
|
2022
Q2 | $1.53M | Sell |
59,375
-2,701
| -4% | -$69.6K | 0.28% | 54 |
|
|
2022
Q1 | $1.67M | Buy |
+62,076
| New | +$1.67M | 0.25% | 66 |
|