TIAM2
Tru Independence Asset Management 2’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-37,045
| Closed | -$2.04M | – | 70 |
|
|
2022
Q2 | $2.04M | Sell |
37,045
-916
| -2% | -$50.5K | 1.68% | 14 |
|
|
2022
Q1 | $2.25M | Buy |
37,961
+5,554
| +17% | +$328K | 1.29% | 18 |
|
|
2021
Q4 | $1.43M | Buy |
32,407
+10,844
| +50% | +$478K | 0.76% | 30 |
|
|
2021
Q3 | $766K | Sell |
21,563
-34,443
| -61% | -$1.22M | 0.54% | 39 |
|
|
2021
Q2 | $1.64M | Buy |
+56,006
| New | +$1.64M | 1.12% | 23 |
|