Leeward Financial Partners’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,947
Closed -$916K 80
2023
Q2
$916K Buy
18,947
+3,149
+20% +$152K 0.53% 49
2023
Q1
$800K Buy
15,798
+1,327
+9% +$67.2K 0.49% 49
2022
Q4
$890K Buy
+14,471
New +$890K 0.61% 49