Sheets Smith Wealth Management’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,729
| Closed | -$335K | – | 317 |
|
|
2017
Q4 | $335K | Buy |
+11,729
| New | +$335K | 0.08% | 248 |
|
|
2014
Q2 | – | Sell |
-14,239
| Closed | -$482K | – | 265 |
|
|
2014
Q1 | $482K | Buy |
14,239
+153
| +1% | +$5.18K | 0.13% | 176 |
|
|
2013
Q4 | $546K | Sell |
14,086
-6,118
| -30% | -$237K | 0.15% | 172 |
|
|
2013
Q3 | $754K | Buy |
20,204
+1,168
| +6% | +$43.6K | 0.25% | 113 |
|
|
2013
Q2 | $676K | Buy |
+19,036
| New | +$676K | 0.23% | 121 |
|