Integrated Wealth Concepts’s Coterra Energy CTRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Buy
2025
Q2
Sell
2025
Q1
$466K Sell
2024
Q4
$519K Buy
2024
Q3
$358K Sell
2024
Q2
$429K Buy
2024
Q1
$406K Sell
2023
Q4
$1.77M Buy
2023
Q3
$1.45M Buy
2023
Q2
$962K Sell
2023
Q1
$1.56M Buy
2022
Q4
$625K Buy
2022
Q3
$529K Buy
2022
Q1
Sell
2021
Q4
$455K Buy