Wealthspire Advisors (Maryland)’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,500
| Closed | -$91K | – | 816 |
|
|
2019
Q1 | $91K | Buy |
3,500
+281
| +9% | +$7.31K | 0.01% | 670 |
|
|
2018
Q4 | $72K | Buy |
3,219
+1,380
| +75% | +$30.9K | 0.01% | 715 |
|
|
2018
Q3 | $41K | Buy |
1,839
+44
| +2% | +$981 | ﹤0.01% | 1031 |
|
|
2018
Q2 | $43K | Sell |
1,795
-586
| -25% | -$14K | ﹤0.01% | 1029 |
|
|
2018
Q1 | $57K | Sell |
2,381
-522
| -18% | -$12.5K | 0.01% | 926 |
|
|
2017
Q4 | $83K | Buy |
2,903
+697
| +32% | +$19.9K | 0.01% | 785 |
|
|
2017
Q3 | $59K | Buy |
2,206
+461
| +26% | +$12.3K | 0.01% | 907 |
|
|
2017
Q2 | $44K | Buy |
1,745
+1,074
| +160% | +$27.1K | 0.01% | 992 |
|
|
2017
Q1 | $16K | Sell |
671
-25
| -4% | -$596 | ﹤0.01% | 1156 |
|
|
2016
Q4 | $16K | Buy |
696
+13
| +2% | +$299 | ﹤0.01% | 1081 |
|
|
2016
Q3 | $18K | Buy |
683
+36
| +6% | +$949 | ﹤0.01% | 1083 |
|
|
2016
Q2 | $17K | Buy |
647
+9
| +1% | +$236 | ﹤0.01% | 1042 |
|
|
2016
Q1 | $14K | Sell |
638
-33
| -5% | -$724 | ﹤0.01% | 1099 |
|
|
2015
Q4 | $12K | Buy |
+671
| New | +$12K | ﹤0.01% | 1139 |
|