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Kingswood Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Kingswood Wealth Advisors’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,580
Closed -$219K – 633
2023
Q4 		$219K Buy
+8,580
New +$219K 0.02% 557