Berry Wealth Group’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,512
Closed -$372K 99
2024
Q3
$372K Sell
9,512
-46,332
-83% -$1.81M 0.27% 50
2024
Q2
$2.65M Sell
55,844
-723
-1% -$34.3K 2.11% 15
2024
Q1
$2.84M Sell
56,567
-18,414
-25% -$924K 2.35% 14
2023
Q4
$3.4M Buy
+74,981
New +$3.4M 3.12% 13