PWMG
Pinnacle Wealth Management Group’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,059
| Closed | -$204K | – | 106 |
|
|
2024
Q1 | $204K | Buy |
+4,059
| New | +$204K | 0.15% | 102 |
|
|
2023
Q1 | – | Sell |
-3,300
| Closed | -$203K | – | 102 |
|
|
2022
Q4 | $203K | Sell |
3,300
-800
| -20% | -$49.2K | 0.18% | 100 |
|
|
2022
Q3 | $247K | Hold |
4,100
| – | – | 0.22% | 88 |
|
|
2022
Q2 | $226K | Hold |
4,100
| – | – | 0.19% | 105 |
|
|
2022
Q1 | $242K | Buy |
+4,100
| New | +$242K | 0.18% | 109 |
|