IWA
IVC Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
8,772
-248
| -3% | -$7.89K | 0.14% | 136 |
|
|
2025
Q1 | $337K | Sell |
9,020
-1,167
| -11% | -$43.6K | 0.18% | 112 |
|
|
2024
Q4 | $333K | Sell |
10,187
-2,242
| -18% | -$73.4K | 0.19% | 108 |
|
|
2024
Q3 | $486K | Sell |
12,429
-3,343
| -21% | -$131K | 0.27% | 81 |
|
|
2024
Q2 | $748K | Buy |
15,772
+1,198
| +8% | +$56.8K | 0.42% | 57 |
|
|
2024
Q1 | $731K | Buy |
14,574
+1,499
| +11% | +$75.2K | 0.42% | 60 |
|
|
2023
Q4 | $592K | Buy |
+13,075
| New | +$592K | 0.37% | 70 |
|
|
2023
Q1 | – | Sell |
-4,308
| Closed | -$265K | – | 144 |
|
|
2022
Q4 | $265K | Buy |
4,308
+41
| +1% | +$2.52K | 0.2% | 118 |
|
|
2022
Q3 | $257K | Sell |
4,267
-3
| -0.1% | -$181 | 0.21% | 115 |
|
|
2022
Q2 | $235K | Buy |
4,270
+3
| +0.1% | +$165 | 0.18% | 122 |
|
|
2022
Q1 | $252K | Buy |
+4,267
| New | +$252K | 0.17% | 126 |
|