TrueWealth Advisors’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,678
Closed -$335K 225
2024
Q1
$335K Buy
6,678
+1,154
+21% +$57.9K 0.13% 134
2023
Q4
$250K Buy
5,524
+932
+20% +$42.2K 0.1% 164
2023
Q3
$219K Buy
+4,592
New +$219K 0.09% 175