EWM
EPG Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 430 |
|
|
2024
Q2 | – | Sell |
-4,802
| Closed | -$241K | – | 241 |
|
|
2024
Q1 | $241K | Buy |
4,802
+12
| +0.3% | +$602 | 0.06% | 238 |
|
|
2023
Q4 | $201K | Sell |
4,790
-139
| -3% | -$5.82K | 0.05% | 241 |
|
|
2023
Q3 | $235K | Sell |
4,929
-178
| -3% | -$8.49K | 0.07% | 220 |
|
|
2023
Q2 | $247K | Sell |
5,107
-22,701
| -82% | -$1.1M | 0.07% | 211 |
|
|
2023
Q1 | $1.41M | Buy |
27,808
+13,767
| +98% | +$697K | 0.44% | 53 |
|
|
2022
Q4 | $864K | Buy |
14,041
+2,897
| +26% | +$178K | 0.33% | 74 |
|
|
2022
Q3 | $670K | Buy |
11,144
+4,024
| +57% | +$242K | 0.28% | 82 |
|
|
2022
Q2 | $392K | Buy |
7,120
+103
| +1% | +$5.67K | 0.17% | 125 |
|
|
2022
Q1 | $415K | Buy |
+7,017
| New | +$415K | 0.14% | 135 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | – | – | 295 |
|
|
2020
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 790 |
|