Foundations Investment Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,806
| Closed | -$277K | – | 679 |
|
|
2023
Q3 | $277K | Buy |
5,806
+534
| +10% | +$25.5K | 0.01% | 526 |
|
|
2023
Q2 | $255K | Buy |
5,272
+585
| +12% | +$28.3K | 0.01% | 500 |
|
|
2023
Q1 | $237K | Sell |
4,687
-29,782
| -86% | -$1.51M | 0.01% | 441 |
|
|
2022
Q4 | $2.12M | Buy |
34,469
+26,439
| +329% | +$1.63M | 0.08% | 126 |
|
|
2022
Q3 | $483K | Buy |
+8,030
| New | +$483K | 0.02% | 255 |
|