JWS
Juncture Wealth Strategies’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,600
| Closed | -$390K | – | 112 |
|
|
2023
Q4 | $390K | Sell |
8,600
-2,000
| -19% | -$90.6K | 0.18% | 85 |
|
|
2023
Q3 | $506K | Sell |
10,600
-700
| -6% | -$33.4K | 0.25% | 79 |
|
|
2023
Q2 | $546K | Buy |
11,300
+2,741
| +32% | +$133K | 0.26% | 79 |
|
|
2023
Q1 | $433K | Buy |
+8,559
| New | +$433K | 0.21% | 83 |
|