WealthShield 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 |
-36,732
| Closed | -$1.44M | – | 502 |
|
|
2024
Q3 | $1.44M | Buy |
36,732
+3,154
| +9% | +$123K | 0.19% | 126 |
|
|
2024
Q2 | $1.59M | Buy |
33,578
+1,665
| +5% | +$78.9K | 0.24% | 109 |
|
|
2024
Q1 | $1.6M | Buy |
31,913
+6,847
| +27% | +$344K | 0.26% | 112 |
|
|
2023
Q4 | $1.14M | Buy |
25,066
+1,559
| +7% | +$70.6K | 0.19% | 133 |
|
|
2023
Q3 | $1.12M | Buy |
23,507
+1,959
| +9% | +$93.5K | 0.17% | 135 |
|
|
2023
Q2 | $1.04M | Buy |
21,548
+827
| +4% | +$40K | 0.16% | 142 |
|
|
2023
Q1 | $1.05M | Buy |
20,721
+7,772
| +60% | +$393K | 0.17% | 142 |
|
|
2022
Q4 | $797K | Buy |
12,949
+121
| +0.9% | +$7.44K | 0.15% | 160 |
|
|
2022
Q3 | $771K | Buy |
12,828
+801
| +7% | +$48.1K | 0.15% | 153 |
|
|
2022
Q2 | $663K | Sell |
12,027
-423
| -3% | -$23.3K | 0.13% | 172 |
|
|
2022
Q1 | $736K | Sell |
12,450
-5,264
| -30% | -$311K | 0.12% | 183 |
|
|
2021
Q4 | $780K | Buy |
17,714
+799
| +5% | +$35.2K | 0.13% | 160 |
|
|
2021
Q3 | $600K | Buy |
16,915
+9,915
| +142% | +$352K | 0.16% | 125 |
|
|
2021
Q2 | $204K | Buy |
+7,000
| New | +$204K | 0.03% | 256 |
|
|
2019
Q3 | – | Sell |
-7,000
| Closed | -$200K | – | 259 |
|
|
2019
Q2 | $200K | Hold |
7,000
| – | – | 0.12% | 145 |
|
|
2019
Q1 | $221K | Buy |
+7,000
| New | +$221K | 0.12% | 131 |
|