Western Financial Corp’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,425	Closed	-$224K	–	112
2023 Q1	$224K	Sell	4,425 -10,052	-69%	-$509K	0.16%	110
2022 Q4	$891K	Buy	14,477 +3,007	+26%	+$185K	0.58%	34
2022 Q3	$690K	Buy	+11,470	New	+$690K	0.48%	44