JWS
Juncture Wealth Strategies’s Coterra Energy CTRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,700
| Closed | -$248K | – | 126 |
|
|
2024
Q4 | $248K | Hold |
9,700
| – | – | 0.09% | 115 |
|
|
2024
Q3 | $232K | Sell |
9,700
-5,400
| -36% | -$129K | 0.09% | 113 |
|
|
2024
Q2 | $403K | Sell |
15,100
-500
| -3% | -$13.3K | 0.17% | 75 |
|
|
2024
Q1 | $435K | Sell |
15,600
-700
| -4% | -$19.5K | 0.19% | 68 |
|
|
2023
Q4 | $416K | Sell |
16,300
-1,800
| -10% | -$45.9K | 0.19% | 83 |
|
|
2023
Q3 | $490K | Sell |
18,100
-100
| -0.5% | -$2.71K | 0.24% | 81 |
|
|
2023
Q2 | $460K | Buy |
18,200
+3,500
| +24% | +$88.6K | 0.22% | 89 |
|
|
2023
Q1 | $361K | Buy |
+14,700
| New | +$361K | 0.18% | 92 |
|