IWA
IBEX Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-92,542
| Closed | -$5.69M | – | 292 |
|
|
2024
Q1 | $5.69M | Buy |
+92,542
| New | +$5.69M | 1.54% | 27 |
|
|
2023
Q1 | – | Sell |
-92,542
| Closed | -$5.69M | – | 110 |
|
|
2022
Q4 | $5.69M | Buy |
92,542
+3,841
| +4% | +$236K | 1.29% | 28 |
|
|
2022
Q3 | $5.33M | Buy |
88,701
+9,481
| +12% | +$570K | 1.39% | 24 |
|
|
2022
Q2 | $4.37M | Buy |
79,220
+73,486
| +1,282% | +$4.05M | 1.01% | 37 |
|
|
2022
Q1 | $339K | Buy |
+5,734
| New | +$339K | 0.06% | 133 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$18K | – | 251 |
|
|
2021
Q3 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 322 |
|