WealthSource Partners’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $226K | Sell |
4,999
-2,220
| -31% | -$101K | 0.01% | 461 |
|
|
2023
Q3 | $344K | Buy |
7,219
+2,319
| +47% | +$111K | 0.02% | 385 |
|
|
2023
Q2 | $237K | Buy |
4,900
+549
| +13% | +$26.5K | 0.02% | 450 |
|
|
2023
Q1 | $220K | Buy |
+4,351
| New | +$220K | 0.01% | 458 |
|
|
2022
Q2 | – | Sell |
-3,716
| Closed | -$220K | – | 534 |
|
|
2022
Q1 | $220K | Buy |
+3,716
| New | +$220K | 0.01% | 525 |
|
|
2021
Q2 | – | Sell |
-44,820
| Closed | -$979K | – | 466 |
|
|
2021
Q1 | $979K | Buy |
+44,820
| New | +$979K | 0.1% | 158 |
|