Plante Moran Financial Advisors’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 822 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 887 |
|
|
2022
Q3 | – | Sell |
-109
| Closed | -$3K | – | 895 |
|
|
2022
Q2 | $3K | Buy |
+109
| New | +$3K | ﹤0.01% | 758 |
|
|
2019
Q3 | – | Sell |
-192
| Closed | -$4K | – | 851 |
|
|
2019
Q2 | $4K | Buy |
+192
| New | +$4K | ﹤0.01% | 666 |
|
|
2018
Q2 | – | Sell |
-189
| Closed | -$5K | – | 842 |
|
|
2018
Q1 | $5K | Hold |
189
| – | – | ﹤0.01% | 712 |
|
|
2017
Q4 | $5K | Hold |
189
| – | – | ﹤0.01% | 698 |
|
|
2017
Q3 | $5K | Hold |
189
| – | – | ﹤0.01% | 649 |
|
|
2017
Q2 | $5K | Sell |
189
-221
| -54% | -$5.85K | ﹤0.01% | 662 |
|
|
2017
Q1 | $10K | Sell |
410
-328
| -44% | -$8K | 0.01% | 572 |
|
|
2016
Q4 | $17K | Buy |
738
+549
| +290% | +$12.6K | 0.01% | 502 |
|
|
2016
Q3 | $5K | Hold |
189
| – | – | ﹤0.01% | 683 |
|
|
2016
Q2 | $5K | Sell |
189
-420
| -69% | -$11.1K | ﹤0.01% | 620 |
|
|
2016
Q1 | $14K | Buy |
+609
| New | +$14K | 0.01% | 431 |
|
|
2015
Q4 | – | Sell |
-401
| Closed | -$9K | – | 956 |
|
|
2015
Q3 | $9K | Buy |
401
+26
| +7% | +$584 | 0.01% | 490 |
|
|
2015
Q2 | $12K | Sell |
375
-176
| -32% | -$5.63K | 0.01% | 487 |
|
|
2015
Q1 | $16K | Sell |
551
-65
| -11% | -$1.89K | 0.01% | 436 |
|
|
2014
Q4 | $18K | Buy |
616
+177
| +40% | +$5.17K | 0.01% | 416 |
|
|
2014
Q3 | $14K | Buy |
439
+128
| +41% | +$4.08K | 0.01% | 470 |
|
|
2014
Q2 | $11K | Buy |
+311
| New | +$11K | 0.01% | 498 |
|