AWS
Aspen Wealth Strategies’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,626
| Closed | -$220K | – | 83 |
|
|
2024
Q3 | $220K | Buy |
5,626
+663
| +13% | +$25.9K | 0.14% | 78 |
|
|
2024
Q2 | $241K | Buy |
4,963
+420
| +9% | +$20.4K | 0.17% | 68 |
|
|
2024
Q1 | $228K | Buy |
4,543
+117
| +3% | +$5.87K | 0.16% | 73 |
|
|
2023
Q4 | $200K | Sell |
4,426
-267
| -6% | -$12.1K | 0.15% | 77 |
|
|
2023
Q3 | $224K | Buy |
+4,693
| New | +$224K | 0.17% | 69 |
|