PIWA

Prevail Innovative Wealth Advisors’s Devon Energy DVN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-55,227	Closed	-$2.62M	–	171
2024 Q2	$2.62M	Buy	55,227 +7,707	+16%	+$365K	0.93%	49
2024 Q1	$2.38M	Buy	47,520 +11,195	+31%	+$562K	0.89%	38
2023 Q4	$1.65M	Buy	+36,325	New	+$1.65M	0.79%	54