PWA
Phoenix Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-57,698
| Closed | -$2.26M | – | 122 |
|
|
2024
Q3 | $2.26M | Sell |
57,698
-179
| -0.3% | -$7K | 1.05% | 34 |
|
|
2024
Q2 | $2.74M | Sell |
57,877
-3,121
| -5% | -$148K | 1.38% | 22 |
|
|
2024
Q1 | $3.06M | Buy |
60,998
+42,335
| +227% | +$2.12M | 1.86% | 21 |
|
|
2023
Q4 | $856K | Sell |
18,663
-26,734
| -59% | -$1.23M | 0.6% | 40 |
|
|
2023
Q3 | $2.17M | Sell |
45,397
-1,250
| -3% | -$59.6K | 1.27% | 24 |
|
|
2023
Q2 | $2.25M | Buy |
46,647
+24,610
| +112% | +$1.19M | 1.31% | 26 |
|
|
2023
Q1 | $1.12M | Buy |
22,037
+1,933
| +10% | +$97.8K | 0.69% | 32 |
|
|
2022
Q4 | $1.24M | Buy |
20,104
+1,295
| +7% | +$79.7K | 0.74% | 34 |
|
|
2022
Q3 | $1.13M | Buy |
18,809
+1,547
| +9% | +$93K | 1.13% | 33 |
|
|
2022
Q2 | $951K | Buy |
+17,262
| New | +$951K | 0.94% | 31 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$18K | – | 182 |
|
|
2021
Q3 | $18K | Buy |
+500
| New | +$18K | 0.01% | 270 |
|