SPWG
Sage Private Wealth Group’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,206
| Closed | -$360K | – | 88 |
|
|
2024
Q3 | $360K | Buy |
9,206
+427
| +5% | +$16.7K | 0.28% | 58 |
|
|
2024
Q2 | $416K | Buy |
8,779
+727
| +9% | +$34.5K | 0.35% | 42 |
|
|
2024
Q1 | $404K | Buy |
8,052
+2,467
| +44% | +$124K | 0.32% | 45 |
|
|
2023
Q4 | $253K | Sell |
5,585
-625
| -10% | -$28.3K | 0.23% | 52 |
|
|
2023
Q3 | $296K | Buy |
6,210
+93
| +2% | +$4.44K | 0.41% | 35 |
|
|
2023
Q2 | $296K | Buy |
6,117
+11
| +0.2% | +$532 | 0.4% | 34 |
|
|
2023
Q1 | $309K | Buy |
6,106
+689
| +13% | +$34.9K | 0.35% | 34 |
|
|
2022
Q4 | $333K | Sell |
5,417
-110
| -2% | -$6.77K | 0.4% | 29 |
|
|
2022
Q3 | $332K | Buy |
5,527
+1,786
| +48% | +$107K | 0.44% | 22 |
|
|
2022
Q2 | $206K | Buy |
3,741
+1,086
| +41% | +$59.8K | 0.3% | 45 |
|
|
2022
Q1 | $157K | Buy |
2,655
+798
| +43% | +$47.2K | 0.15% | 60 |
|
|
2021
Q4 | $81K | Buy |
1,857
+332
| +22% | +$14.5K | 0.1% | 71 |
|
|
2021
Q3 | $54K | Buy |
+1,525
| New | +$54K | 0.07% | 78 |
|