Schechter Investment Advisors’s Coterra Energy CTRA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,147
Closed -$219K 671
2024
Q3
$219K Buy
9,147
+766
+9% +$18.3K 0.02% 569
2024
Q2
$224K Sell
8,381
-609
-7% -$16.2K 0.02% 538
2024
Q1
$251K Buy
8,990
+66
+0.7% +$1.84K 0.02% 533
2023
Q4
$228K Sell
8,924
-116
-1% -$2.96K 0.02% 530
2023
Q3
$245K Sell
9,040
-9
-0.1% -$243 0.02% 501
2023
Q2
$229K Sell
9,049
-316
-3% -$8K 0.02% 555
2023
Q1
$230K Buy
9,365
+1,007
+12% +$24.7K 0.02% 581
2022
Q4
$205K Buy
+8,358
New +$205K 0.02% 753