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