CFM Wealth Partners’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,434
| Closed | -$593K | – | 161 |
|
|
2023
Q3 | $593K | Buy |
12,434
+1,347
| +12% | +$64.3K | 0.16% | 88 |
|
|
2023
Q2 | $536K | Sell |
11,087
-407
| -4% | -$19.7K | 0.13% | 107 |
|
|
2023
Q1 | $582K | Buy |
11,494
+132
| +1% | +$6.68K | 0.16% | 95 |
|
|
2022
Q4 | $699K | Buy |
11,362
+107
| +1% | +$6.58K | 0.21% | 88 |
|
|
2022
Q3 | $677K | Buy |
11,255
+1,327
| +13% | +$79.8K | 0.22% | 88 |
|
|
2022
Q2 | $547K | Buy |
9,928
+886
| +10% | +$48.8K | 0.16% | 100 |
|
|
2022
Q1 | $534K | Buy |
+9,042
| New | +$534K | 0.13% | 107 |
|
|
2020
Q2 | – | Sell |
-1,535
| Closed | -$11K | – | 521 |
|
|
2020
Q1 | $11K | Hold |
1,535
| – | – | 0.01% | 422 |
|
|
2019
Q4 | $41K | Buy |
+1,535
| New | +$41K | 0.02% | 295 |
|