Sweet Financial Partners’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $209K | Buy |
8,732
+11
| +0.1% | +$263 | 0.05% | 187 |
|
2024
Q2 | $233K | Sell |
8,721
-218
| -2% | -$5.81K | 0.05% | 176 |
|
2024
Q1 | $249K | Buy |
8,939
+9
| +0.1% | +$251 | 0.06% | 176 |
|
2023
Q4 | $228K | Buy |
8,930
+9
| +0.1% | +$230 | 0.05% | 172 |
|
2023
Q3 | $241K | Buy |
8,921
+9
| +0.1% | +$243 | 0.06% | 157 |
|
2023
Q2 | $225K | Hold |
8,912
| – | – | 0.06% | 160 |
|
2023
Q1 | $219K | Hold |
8,912
| – | – | 0.06% | 165 |
|
2022
Q4 | $219K | Hold |
8,912
| – | – | 0.06% | 158 |
|
2022
Q3 | $233K | Hold |
8,912
| – | – | 0.07% | 148 |
|
2022
Q2 | $230K | Hold |
8,912
| – | – | 0.07% | 150 |
|
2022
Q1 | $240K | Buy |
+8,912
| New | +$240K | 0.06% | 151 |
|