QFA
Quantum Financial Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,672
| Closed | -$222K | – | 197 |
|
|
2024
Q3 | $222K | Hold |
5,672
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $269K | Hold |
5,672
| – | – | 0.05% | 129 |
|
|
2024
Q1 | $285K | Hold |
5,672
| – | – | 0.05% | 123 |
|
|
2023
Q4 | $257K | Hold |
5,672
| – | – | 0.06% | 94 |
|
|
2023
Q3 | $271K | Hold |
5,672
| – | – | 0.08% | 84 |
|
|
2023
Q2 | $274K | Hold |
5,672
| – | – | 0.08% | 68 |
|
|
2023
Q1 | $287K | Hold |
5,672
| – | – | 0.09% | 67 |
|
|
2022
Q4 | $349K | Hold |
5,672
| – | – | 0.16% | 46 |
|
|
2022
Q3 | $341K | Hold |
5,672
| – | – | 0.15% | 44 |
|
|
2022
Q2 | $341K | Buy |
+5,672
| New | +$341K | 0.13% | 50 |
|