WR Wealth Planners’s Coterra Energy CTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.5K | Sell |
490
-130
| -21% | -$3.32K | ﹤0.01% | 561 |
|
|
2024
Q3 | $14.8K | Sell |
620
-416
| -40% | -$9.96K | ﹤0.01% | 565 |
|
|
2024
Q2 | $27.6K | Buy |
1,036
+66
| +7% | +$1.76K | 0.01% | 403 |
|
|
2024
Q1 | $27K | Buy |
+970
| New | +$27K | 0.01% | 407 |
|
|
2023
Q4 | – | Sell |
-400
| Closed | -$10.8K | – | 323 |
|
|
2023
Q3 | $10.8K | Hold |
400
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $10.1K | Sell |
400
-4,865
| -92% | -$123K | ﹤0.01% | 572 |
|
|
2023
Q1 | $129K | Buy |
+5,265
| New | +$129K | 0.06% | 212 |
|