CPC
Consolidated Planning Corp’s Devon Energy DVN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-91,772
| Closed | -$4.61M | – | 191 |
|
2024
Q1 | $4.61M | Buy |
91,772
+11,290
| +14% | +$567K | 0.79% | 44 |
|
2023
Q4 | $3.65M | Buy |
+80,482
| New | +$3.65M | 0.68% | 45 |
|
2023
Q1 | – | Sell |
-40,325
| Closed | -$2.48M | – | 123 |
|
2022
Q4 | $2.48M | Buy |
+40,325
| New | +$2.48M | 0.69% | 45 |
|