CTWM
Cherry Tree Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,500
| Closed | -$49.1K | – | 761 |
|
|
2024
Q4 | $49.1K | Hold |
1,500
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $58.7K | Hold |
1,500
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $71.1K | Hold |
1,500
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $75.3K | Hold |
1,500
| – | – | 0.02% | 225 |
|
|
2023
Q4 | $68K | Hold |
1,500
| – | – | 0.02% | 221 |
|
|
2023
Q3 | $71.6K | Hold |
1,500
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $72.5K | Buy |
+1,500
| New | +$72.5K | 0.02% | 211 |
|