Lucia Wealth Services’s Coterra Energy CTRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-42,361
Closed -$973K 168
2019
Q2
$973K Sell
42,361
-9,491
-18% -$218K 0.33% 59
2019
Q1
$1.35M Buy
+51,852
New +$1.35M 0.46% 49