MWM
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Mission Wealth Management’s Devon Energy DVN Stock Holding History

Mission Wealth Management’s Portfolio DVN Stock Details DVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,129
Closed -$240K – 680
2024
Q3 		$240K Buy
6,129
+447
+8% +$19.7K 0.01% 588
2024
Q2 		$269K Sell
5,682
-35
-0.6% -$1.74K 0.01% 552
2024
Q1 		$287K Sell
5,717
-2,169
-28% -$96.3K 0.01% 571
2023
Q4 		$357K Buy
7,886
+235
+3% +$10.8K 0.01% 442
2023
Q3 		$365K Sell
7,651
-37
-0.5% -$1.86K 0.01% 409
2023
Q2 		$372K Sell
7,688
-343
-4% -$17.2K 0.01% 409
2023
Q1 		$406K Buy
+8,031
New +$457K 0.02% 381

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