MWA
Monograph Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,640
| Closed | -$221K | – | 121 |
|
|
2023
Q3 | $221K | Buy |
4,640
+1
| +0% | +$48 | 0.04% | 109 |
|
|
2023
Q2 | $224K | Buy |
4,639
+1
| +0% | +$48 | 0.05% | 78 |
|
|
2023
Q1 | $235K | Sell |
4,638
-41
| -0.9% | -$2.08K | 0.06% | 73 |
|
|
2022
Q4 | $288K | Sell |
4,679
-7,157
| -60% | -$441K | 0.08% | 74 |
|
|
2022
Q3 | $712K | Buy |
+11,836
| New | +$712K | 0.23% | 31 |
|