Simplicity 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 | $227K | Buy |
8,927
+1,213
| +16% | +$30.8K | 0.01% | 554 |
|
|
2025
Q1 | $223K | Sell |
7,714
-756
| -9% | -$21.8K | 0.02% | 499 |
|
|
2024
Q4 | $216K | Buy |
+8,470
| New | +$216K | 0.05% | 300 |
|
|
2024
Q3 | – | Sell |
-28,447
| Closed | -$759K | – | 648 |
|
|
2024
Q2 | $759K | Sell |
28,447
-951
| -3% | -$25.4K | 0.02% | 614 |
|
|
2024
Q1 | $820K | Buy |
+29,398
| New | +$820K | 0.02% | 578 |
|