LRWA
Long Run Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,064
| Closed | -$237K | – | 105 |
|
|
2024
Q3 | $237K | Buy |
6,064
+568
| +10% | +$22.2K | 0.06% | 94 |
|
|
2024
Q2 | $260K | Buy |
5,496
+90
| +2% | +$4.27K | 0.07% | 88 |
|
|
2024
Q1 | $271K | Sell |
5,406
-286
| -5% | -$14.4K | 0.07% | 84 |
|
|
2023
Q4 | $258K | Buy |
5,692
+48
| +0.9% | +$2.18K | 0.07% | 83 |
|
|
2023
Q3 | $269K | Buy |
5,644
+570
| +11% | +$27.2K | 0.09% | 77 |
|
|
2023
Q2 | $245K | Buy |
5,074
+565
| +13% | +$27.3K | 0.08% | 87 |
|
|
2023
Q1 | $228K | Buy |
+4,509
| New | +$228K | 0.08% | 88 |
|