FWM
Forefront Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.01M | Buy |
42,228
+175
| +0.4% | +$8.35K | 2.83% | 14 |
|
|
2023
Q2 | $2.03M | Sell |
42,053
-483
| -1% | -$23.3K | 2.69% | 14 |
|
|
2023
Q1 | $2.15M | Sell |
42,536
-3,084
| -7% | -$156K | 2.81% | 14 |
|
|
2022
Q4 | $2.81M | Buy |
45,620
+362
| +0.8% | +$22.3K | 3.78% | 10 |
|
|
2022
Q3 | $2.72M | Buy |
45,258
+14,877
| +49% | +$894K | 3.79% | 9 |
|
|
2022
Q2 | $1.67M | Sell |
30,381
-28,983
| -49% | -$1.59M | 2.25% | 18 |
|
|
2022
Q1 | $3.51M | Buy |
+59,364
| New | +$3.51M | 3.47% | 10 |
|