Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,625
| Closed | -$221K | – | 52 |
|
|
2023
Q3 | $221K | Sell |
4,625
-3,153
| -41% | -$150K | 0.18% | 57 |
|
|
2023
Q2 | $376K | Sell |
7,778
-44
| -0.6% | -$2.13K | 0.3% | 55 |
|
|
2023
Q1 | $396K | Sell |
7,822
-168
| -2% | -$8.5K | 0.38% | 46 |
|
|
2022
Q4 | $491K | Sell |
7,990
-5,531
| -41% | -$340K | 0.5% | 42 |
|
|
2022
Q3 | $813K | Sell |
13,521
-607
| -4% | -$36.5K | 0.76% | 33 |
|
|
2022
Q2 | $779K | Buy |
+14,128
| New | +$779K | 1.01% | 28 |
|