Mission Wealth Management’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,129
| Closed | -$240K | – | 634 |
|
|
2024
Q3 | $240K | Buy |
6,129
+447
| +8% | +$17.5K | 0.01% | 563 |
|
|
2024
Q2 | $269K | Sell |
5,682
-35
| -0.6% | -$1.66K | 0.01% | 525 |
|
|
2024
Q1 | $287K | Sell |
5,717
-2,169
| -28% | -$109K | 0.01% | 537 |
|
|
2023
Q4 | $357K | Buy |
7,886
+235
| +3% | +$10.6K | 0.01% | 425 |
|
|
2023
Q3 | $365K | Sell |
7,651
-37
| -0.5% | -$1.77K | 0.01% | 394 |
|
|
2023
Q2 | $372K | Sell |
7,688
-343
| -4% | -$16.6K | 0.01% | 395 |
|
|
2023
Q1 | $406K | Buy |
+8,031
| New | +$406K | 0.02% | 364 |
|