GW Henssler & Associates’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,603
Closed -$223K 227
2023
Q2
$223K Sell
4,603
-1,951
-30% -$94.3K 0.01% 188
2023
Q1
$332K Buy
6,554
+478
+8% +$24.2K 0.02% 149
2022
Q4
$374K Hold
6,076
0.03% 131
2022
Q3
$365K Buy
6,076
+843
+16% +$50.6K 0.03% 117
2022
Q2
$288K Buy
+5,233
New +$288K 0.02% 152