NewEdge Wealth’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
21,218
+8,198
| +63% | +$195K | 0.01% | 711 |
|
|
2025
Q1 | $376K | Buy |
13,020
+3,327
| +34% | +$96.2K | 0.01% | 721 |
|
|
2024
Q4 | $248K | Buy |
+9,693
| New | +$248K | ﹤0.01% | 818 |
|
|
2024
Q2 | – | Sell |
-7,476
| Closed | -$203K | – | 776 |
|
|
2024
Q1 | $203K | Buy |
+7,476
| New | +$203K | ﹤0.01% | 768 |
|