PWM
Pinnacle 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 |
-31,579
| Closed | -$1.53M | – | 43 |
|
|
2023
Q2 | $1.53M | Buy |
+31,579
| New | +$1.53M | 1.54% | 36 |
|
|
2022
Q4 | $1.45M | Sell |
23,516
-7,367
| -24% | -$453K | 1.74% | 34 |
|
|
2022
Q3 | $1.86M | Buy |
30,883
+618
| +2% | +$37.2K | 2.25% | 9 |
|
|
2022
Q2 | $1.67M | Sell |
30,265
-8,913
| -23% | -$491K | 2.34% | 24 |
|
|
2022
Q1 | $2.32M | Buy |
+39,178
| New | +$2.32M | 2.71% | 9 |
|