SWA
SOA Wealth Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-218
| Closed | -$10.4K | – | 913 |
|
|
2023
Q3 | $10.4K | Sell |
218
-94
| -30% | -$4.49K | ﹤0.01% | 518 |
|
|
2023
Q2 | $15.1K | Sell |
312
-150
| -32% | -$7.24K | ﹤0.01% | 472 |
|
|
2023
Q1 | $23.4K | Buy |
462
+11
| +2% | +$556 | 0.01% | 397 |
|
|
2022
Q4 | $27.8K | Buy |
451
+151
| +50% | +$9.3K | 0.01% | 353 |
|
|
2022
Q3 | $18K | Buy |
300
+125
| +71% | +$7.5K | 0.01% | 408 |
|
|
2022
Q2 | $9K | Buy |
+175
| New | +$9K | ﹤0.01% | 504 |
|
|
2021
Q2 | – | Sell |
-21
| Closed | – | – | 882 |
|
|
2021
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 830 |
|