KJWM
Kiley Juergens Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,253
| Closed | -$496K | – | 75 |
|
|
2023
Q2 | $496K | Sell |
10,253
-8,346
| -45% | -$403K | 0.17% | 64 |
|
|
2023
Q1 | $941K | Buy |
18,599
+3,829
| +26% | +$194K | 0.35% | 48 |
|
|
2022
Q4 | $909K | Buy |
14,770
+1,770
| +14% | +$109K | 0.38% | 49 |
|
|
2022
Q3 | $781K | Buy |
13,000
+2,530
| +24% | +$152K | 0.37% | 49 |
|
|
2022
Q2 | $577K | Buy |
+10,470
| New | +$577K | 0.27% | 59 |
|
|
2018
Q4 | – | Sell |
-1,192
| Closed | -$47K | – | 200 |
|
|
2018
Q3 | $47K | Hold |
1,192
| – | – | 0.04% | 240 |
|
|
2018
Q2 | $52K | Buy |
+1,192
| New | +$52K | 0.05% | 201 |
|
|
2018
Q1 | – | Sell |
-3,397
| Closed | -$140K | – | 221 |
|
|
2017
Q4 | $140K | Buy |
+3,397
| New | +$140K | 0.13% | 101 |
|