CWM
C2C Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,095
| Closed | -$733K | – | 136 |
|
|
2023
Q3 | $733K | Hold |
16,095
| – | – | 0.1% | 104 |
|
|
2023
Q2 | $789K | Sell |
16,095
-14,170
| -47% | -$694K | 0.1% | 107 |
|
|
2023
Q1 | $1.65M | Buy |
30,265
+24,260
| +404% | +$1.32M | 0.27% | 47 |
|
|
2022
Q4 | $383K | Buy |
6,005
+255
| +4% | +$16.3K | 0.07% | 120 |
|
|
2022
Q3 | $397K | Buy |
5,750
+2,000
| +53% | +$138K | 0.08% | 117 |
|
|
2022
Q2 | $215K | Buy |
+3,750
| New | +$215K | 0.04% | 167 |
|