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 |
|