CWP
Concord Wealth Partners’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,142
| Closed | -$430K | – | 852 |
|
|
2024
Q4 | $430K | Buy |
13,142
+3,458
| +36% | +$113K | 0.07% | 150 |
|
|
2024
Q3 | $379K | Buy |
9,684
+83
| +0.9% | +$3.25K | 0.06% | 153 |
|
|
2024
Q2 | $455K | Buy |
9,601
+220
| +2% | +$10.4K | 0.08% | 144 |
|
|
2024
Q1 | $471K | Buy |
+9,381
| New | +$471K | 0.08% | 143 |
|
|
2023
Q2 | – | Sell |
-116
| Closed | -$5.87K | – | 1044 |
|
|
2023
Q1 | $5.87K | Sell |
116
-5
| -4% | -$253 | ﹤0.01% | 653 |
|
|
2022
Q4 | $7.44K | Buy |
+121
| New | +$7.44K | ﹤0.01% | 684 |
|
|
2021
Q2 | – | Sell |
-109
| Closed | -$2K | – | 1062 |
|
|
2021
Q1 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 819 |
|