Prosperity 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
2024
Q3
Sell
-7,272
Closed -$345K 203
2024
Q2
$345K Sell
7,272
-4,558
-39% -$216K 0.17% 112
2024
Q1
$594K Sell
11,830
-389
-3% -$19.5K 0.28% 59
2023
Q4
$554K Buy
12,219
+3,285
+37% +$149K 0.36% 43
2023
Q3
$426K Buy
8,934
+731
+9% +$34.9K 0.27% 63
2023
Q2
$397K Buy
8,203
+366
+5% +$17.7K 0.26% 54
2023
Q1
$397K Buy
7,837
+3,863
+97% +$195K 0.31% 56
2022
Q4
$244K Buy
+3,974
New +$244K 0.23% 87