CWP
Core Wealth Partners’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,561
| Closed | -$264K | – | 164 |
|
|
2024
Q2 | $264K | Sell |
5,561
-51
| -0.9% | -$2.42K | 0.18% | 117 |
|
|
2024
Q1 | $282K | Buy |
5,612
+108
| +2% | +$5.42K | 0.21% | 93 |
|
|
2023
Q4 | $249K | Sell |
5,504
-708
| -11% | -$32.1K | 0.2% | 94 |
|
|
2023
Q3 | $296K | Buy |
6,212
+71
| +1% | +$3.39K | 0.27% | 76 |
|
|
2023
Q2 | $297K | Buy |
6,141
+179
| +3% | +$8.65K | 0.27% | 77 |
|
|
2023
Q1 | $302K | Buy |
5,962
+3,244
| +119% | +$164K | 0.3% | 70 |
|
|
2022
Q4 | $356K | Buy |
+2,718
| New | +$356K | 0.4% | 60 |
|