WealthPlan Investment Management’s Devon Energy DVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-800
Closed -$38.7K 210
2023
Q2
$38.7K Buy
800
+407
+104% +$19.7K 0.01% 211
2023
Q1
$19.9K Buy
+393
New +$19.9K ﹤0.01% 294