TWM
Tradition Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,037
| Closed | -$239K | – | 412 |
|
|
2024
Q2 | $239K | Sell |
5,037
-92
| -2% | -$4.36K | 0.02% | 351 |
|
|
2024
Q1 | $257K | Buy |
5,129
+1,441
| +39% | +$72.3K | 0.03% | 328 |
|
|
2023
Q4 | $167K | Sell |
3,688
-674
| -15% | -$30.5K | 0.02% | 349 |
|
|
2023
Q3 | $208K | Sell |
4,362
-1,452
| -25% | -$69.2K | 0.02% | 302 |
|
|
2023
Q2 | $281K | Buy |
5,814
+123
| +2% | +$5.95K | 0.03% | 259 |
|
|
2023
Q1 | $288K | Sell |
5,691
-11,640
| -67% | -$589K | 0.04% | 243 |
|
|
2022
Q4 | $1.07M | Sell |
17,331
-1,179
| -6% | -$72.5K | 0.15% | 102 |
|
|
2022
Q3 | $1.11M | Buy |
18,510
+486
| +3% | +$29.2K | 0.17% | 100 |
|
|
2022
Q2 | $993K | Buy |
18,024
+10,685
| +146% | +$589K | 0.14% | 112 |
|
|
2022
Q1 | $434K | Buy |
+7,339
| New | +$434K | 0.06% | 207 |
|