SteelPeak Wealth’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-21,432
| Closed | -$838K | – | 499 |
|
2024
Q3 | $838K | Buy |
+21,432
| New | +$838K | 0.04% | 245 |
|
2023
Q3 | – | Sell |
-8,961
| Closed | -$433K | – | 407 |
|
2023
Q2 | $433K | Sell |
8,961
-70
| -0.8% | -$3.38K | 0.03% | 254 |
|
2023
Q1 | $457K | Buy |
9,031
+3,353
| +59% | +$170K | 0.03% | 249 |
|
2022
Q4 | $349K | Buy |
+5,678
| New | +$349K | 0.03% | 286 |
|
2022
Q2 | – | Sell |
-3,677
| Closed | -$217K | – | 409 |
|
2022
Q1 | $217K | Buy |
+3,677
| New | +$217K | 0.01% | 371 |
|