WWM
Wagner Wealth Management’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-799
| Closed | -$48K | – | 369 |
|
|
2022
Q3 | $48K | Buy |
799
+121
| +18% | +$7.27K | 0.04% | 211 |
|
|
2022
Q2 | $37K | Buy |
+678
| New | +$37K | 0.03% | 237 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$5K | – | 331 |
|
|
2021
Q4 | $5K | Buy |
110
+10
| +10% | +$455 | ﹤0.01% | 558 |
|
|
2021
Q3 | $4K | Buy |
100
+15
| +18% | +$600 | ﹤0.01% | 555 |
|
|
2021
Q2 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 626 |
|