NWM
NEIRG Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,774
| Closed | -$231K | – | 29 |
|
|
2023
Q2 | $231K | Sell |
4,774
-2,517
| -35% | -$122K | 0.04% | 126 |
|
|
2023
Q1 | $369K | Sell |
7,291
-132
| -2% | -$6.68K | 0.06% | 117 |
|
|
2022
Q4 | $457K | Buy |
7,423
+1,836
| +33% | +$113K | 0.09% | 111 |
|
|
2022
Q3 | $336K | Hold |
5,587
| – | – | 0.07% | 117 |
|
|
2022
Q2 | $308K | Buy |
5,587
+1,765
| +46% | +$97.3K | 0.07% | 121 |
|
|
2022
Q1 | $226K | Buy |
+3,822
| New | +$226K | 0.04% | 123 |
|