Impact Partnership Wealth’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,234
| Closed | -$564K | – | 285 |
|
|
2024
Q4 | $564K | Sell |
17,234
-7,803
| -31% | -$255K | 0.11% | 108 |
|
|
2024
Q3 | $979K | Buy |
25,037
+2,194
| +10% | +$85.8K | 0.22% | 56 |
|
|
2024
Q2 | $1.08M | Buy |
22,843
+10,802
| +90% | +$512K | 0.28% | 40 |
|
|
2024
Q1 | $604K | Buy |
12,041
+11,764
| +4,247% | +$590K | 0.24% | 59 |
|
|
2023
Q4 | $12.5K | Sell |
277
-155
| -36% | -$7.02K | ﹤0.01% | 471 |
|
|
2023
Q3 | $20.6K | Sell |
432
-16,802
| -97% | -$801K | 0.01% | 489 |
|
|
2023
Q2 | $833K | Buy |
+17,234
| New | +$833K | 0.29% | 39 |
|