IWA
Invera Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $741K | Buy |
19,801
+1,437
| +8% | +$53.7K | 0.87% | 35 |
|
|
2024
Q4 | $669K | Buy |
18,364
+6,527
| +55% | +$238K | 0.66% | 34 |
|
|
2024
Q3 | $460K | Buy |
11,837
+618
| +6% | +$24K | 0.46% | 36 |
|
|
2024
Q2 | $521K | Buy |
11,219
+616
| +6% | +$28.6K | 0.53% | 37 |
|
|
2024
Q1 | $545K | Buy |
10,603
+5,400
| +104% | +$278K | 0.46% | 48 |
|
|
2023
Q4 | $236K | Buy |
+5,203
| New | +$236K | 0.15% | 93 |
|