LWM
Lodestone Wealth Management’s Ovintiv OVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
30,378
-1,467
| -5% | -$55.8K | 0.56% | 56 |
|
|
2025
Q1 | $1.36M | Buy |
31,845
+8,872
| +39% | +$380K | 0.73% | 49 |
|
|
2024
Q4 | $930K | Sell |
22,973
-21,971
| -49% | -$890K | 0.47% | 60 |
|
|
2024
Q3 | $1.72M | Buy |
44,944
+1,799
| +4% | +$68.9K | 0.86% | 45 |
|
|
2024
Q2 | $2.02M | Sell |
43,145
-44
| -0.1% | -$2.06K | 1.07% | 33 |
|
|
2024
Q1 | $2.24M | Buy |
43,189
+171
| +0.4% | +$8.88K | 1.18% | 30 |
|
|
2023
Q4 | $1.89M | Buy |
43,018
+13,851
| +47% | +$608K | 1.09% | 34 |
|
|
2023
Q3 | $1.39M | Sell |
29,167
-17,074
| -37% | -$812K | 0.97% | 41 |
|
|
2023
Q2 | $1.76M | Buy |
46,241
+16,017
| +53% | +$610K | 1.21% | 28 |
|
|
2023
Q1 | $1.09M | Buy |
30,224
+1,798
| +6% | +$64.9K | 0.84% | 40 |
|
|
2022
Q4 | $1.44M | Buy |
+28,426
| New | +$1.44M | 1.16% | 35 |
|