SWS
SYSTM Wealth Solutions’s Devon Energy DVN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-699
| Closed | -$31.7K | – | 1003 |
|
2023
Q4 | $31.7K | Sell |
699
-9,537
| -93% | -$432K | ﹤0.01% | 655 |
|
2023
Q3 | $488K | Sell |
10,236
-650
| -6% | -$31K | 0.08% | 288 |
|
2023
Q2 | $526K | Sell |
10,886
-848
| -7% | -$41K | 0.07% | 306 |
|
2023
Q1 | $594K | Sell |
11,734
-1,257
| -10% | -$63.6K | 0.09% | 275 |
|
2022
Q4 | $799K | Buy |
+12,991
| New | +$799K | 0.1% | 254 |
|