Wealth Management Partners’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,432
| Closed | -$213K | – | 116 |
|
|
2024
Q3 | $213K | Sell |
5,432
-645
| -11% | -$25.2K | 0.1% | 107 |
|
|
2024
Q2 | $288K | Sell |
6,077
-250
| -4% | -$11.9K | 0.14% | 87 |
|
|
2024
Q1 | $317K | Sell |
6,327
-696
| -10% | -$34.9K | 0.16% | 92 |
|
|
2023
Q4 | $318K | Sell |
7,023
-2,293
| -25% | -$104K | 0.18% | 89 |
|
|
2023
Q3 | $444K | Sell |
9,316
-366
| -4% | -$17.5K | 0.28% | 67 |
|
|
2023
Q2 | $468K | Buy |
9,682
+656
| +7% | +$31.7K | 0.29% | 65 |
|
|
2023
Q1 | $457K | Buy |
9,026
+5,026
| +126% | +$254K | 0.32% | 66 |
|
|
2022
Q4 | $260K | Buy |
+4,000
| New | +$260K | 0.22% | 82 |
|