Private Wealth Management Group’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
$9.67K Hold
381
﹤0.01% 501
2025
Q1
$11K Hold
381
﹤0.01% 437
2024
Q4
$9.73K Sell
381
-54
-12% -$1.38K ﹤0.01% 482
2024
Q3
$10.4K Sell
435
-527
-55% -$12.6K ﹤0.01% 444
2024
Q2
$25.7K Sell
962
-922
-49% -$24.6K 0.01% 237
2024
Q1
$52.5K Buy
1,884
+17
+0.9% +$474 0.02% 150
2023
Q4
$47.6K Buy
+1,867
New +$47.6K 0.02% 161